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Current Employers
Stancorp Investment Advisers, Inc.

1100 Sw Sixth Avenue, Portland, OR 97204 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2012-02-22
  • LA RA
    APPROVED
    Since 2012-02-22

Branch Locations

1100 Sw Sixth Avenue, Portland, OR 97204 • United States

Mandeville, LA • 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
Standard Retirement Services, Inc. Mandeville LA 09/2011 Present
Stancorp Equities, Inc. Mandeville LA 10/2011 Present
Stancorp Investment Advisers, Inc. Mandeville LA 02/2012 Present
  • 09/2011 → Present
    Standard Retirement Services, Inc.
    Mandeville, LA
  • 10/2011 → Present
    Stancorp Equities, Inc.
    Mandeville, LA
  • 02/2012 → Present
    Mandeville, LA
Other Businesses

In addition to being a registered representative ("RR") of StanCorp Equities, Inc. ("SEI"), RR is associated with Standard Retirement Services ("SRS") and an insurance producer appointed with Standard Insurance Company ("SIC"). SRS is a retirement plan service provider that offers recordkeeping and plan administration services and SIC is a manufacturer of insurance products, including a fixed group annuity insurance product used by retirement plans as a funding vehicle. SEI, SRS, and SIC are subsidiaries of Standard Financial Group ("The Standard") and are located at 1100 SW 6th Avenue, Portland, OR. RR devotes 100% of their time during normal business hours to provide information about the retirement plan-related products and services offered by The Standard to unaffiliated third party retirement plan service providers, including broker/dealers and investment advisers, to enable them to sell to and support the needs of their customers.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-02-17
S63 Uniform Securities Agent State Law Examination 2011-12-09
  • S65 Uniform Investment Adviser Law Examination
    2012-02-17
  • S63 Uniform Securities Agent State Law Examination
    2011-12-09

View on SEC IAPD

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