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Inactive

Rebecca Anne Rohleder

Human Investing

Lake Oswego, OR

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Current Employers
Human Investing

6000 Meadows Rd Suite 105, Lake Oswego, OR 97035 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-01-07
  • OR RA
    APPROVED
    Since 2026-01-07

Branch Locations

6000 Meadows Rd Suite 105, Lake Oswego, OR 97035 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tiaa Portland OR 10/2015 03/2025
Tiaa-Cref Individual & Institutional Services, Llc Portland OR 10/2015 03/2025
Human Investing Lake Oswego OR 10/2025 Present
Unemployed Tigard OR 03/2025 10/2025
  • 10/2015 → 03/2025
    Tiaa
    Portland, OR
  • 10/2015 → 03/2025
    Tiaa-Cref Individual & Institutional Services, Llc
    Portland, OR
  • 10/2025 → Present
    Human Investing
    Lake Oswego, OR
  • 03/2025 → 10/2025
    Unemployed
    Tigard, OR
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-07
S63 Uniform Securities Agent State Law Examination 2011-07-30
  • S65 Uniform Investment Adviser Law Examination
    2026-01-07
  • S63 Uniform Securities Agent State Law Examination
    2011-07-30
Other Names
  • Rebecca Anne Woods

View on SEC IAPD

Other Firms

PANORAMIC CAPITAL PARTNERS LLC
NORTHMARQ FUND MANAGEMENT, LLC
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
RBC CAPITAL MARKETS, LLC
CWM, LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PACIFIC RIDGE CAPITAL PARTNERS, LLC

Other Investors

Grace Buchanan
ANDREW GEORGE ROUNSAVELLE CARTER
LISA M CASELLI
Nicholas Jacob Hubert
Catherine A Groff
MARCUS CHRISTIAN PARKER
JEFFREY DAVID KANTOR
JUSTIN PATRICK LINDSEY

Other Offices

PANORAMIC CAPITAL PARTNERS LLC · LAKE OSWEGO, OR
NORTHMARQ FUND MANAGEMENT, LLC · LAKE OSWEGO, OR
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · LAKE OSWEGO, OR
RBC CAPITAL MARKETS, LLC · Lake Oswego, OR
CWM, LLC · Lake Oswego, OR
LPL FINANCIAL LLC · LAKE OSWEGO, OR
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Lake Oswego, OR
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · LAKE OSWEGO, OR

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