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Georgia Lee Hussey

Modernist Financial, LLC

Portland, OR

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Current Employers
Modernist Financial, Llc

707 Sw Washington Street Suite 910, Portland, OR 97205 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-11-04
  • OR RA
    APPROVED
    Since 2025-11-04

Branch Locations

707 Sw Washington Street Suite 910, Portland, OR 97205 • 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
Rosenbaum Financial Inc. Portland OR 04/2014 Present
Modernist Financial, Llc Portland OR 03/2015 Present
Previous Registrations
  • 2015-02-03 → 2015-07-31
    Rosenbaum Financial
    Portland, OR
  • 2014-04-04 → 2015-06-18
    Ameritas Investment Company, Llc
    Portland, OR
    Lincoln, NE
  • 2011-10-24 → 2014-04-02
    Wells Fargo Clearing Services, Llc
    Portland, OR
Other Businesses

ADVISORY BOARD MEMBER, MONEY QUOTIENT; NON-INVESTMENT-RELATED; LESS THAN 5% OF TIME.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-10-21
  • S66 Uniform Combined State Law Examination
    2011-10-21
Designations

View on SEC IAPD

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Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PORTLAND, OR
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Portland, OR
SUCCESS WEALTH MANAGEMENT LLC · Portland, OR
INMAN FINANCIAL SERVICES, INC. · PORTLAND, OR
PINNACLE WEALTH ADVISORS · Portland, OR
OSAIC WEALTH, INC. · TIGARD, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR

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