Alexander Logan Reed

Current Employers

Employment History

• 11/2011 → 10/2018
  Hornor Townsend & Kent Inc
  Horsham, PA
• 11/2011 → 10/2018
  Penn Mutual Life Ins Co
  Horsham, PA
• 10/2018 → 11/2022
  Cwm, Llc
  Portland, OR
• 10/2018 → 11/2022
  Cetera Advisor Networks
  El Segundo, CA
• 11/2022 → Present
  Concurrent Investment Advisors, Llc
  Portland, OR
• 06/2023 → Present
  Columbia Associates
  Portland, OR

Previous Registrations

• 2018-10-29 → 2022-12-02
  Cwm, Llc
  Portland, OR
• 2012-01-11 → 2018-10-31
  Hornor, Townsend & Kent, Llc
  Lake Oswego, OR

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 10/2018 APX NUMBER OF HOURS PER WEEK: 6 APX NUMBER OF HOURS DURING TRADING HOURS: 6 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, ANNUITIES, AND LONG-TERM CARE 2. NAME OF OTHER BUSINESS: YachteMoto, LLC INVESTMENT RELATED: NO ADDRESS: 2636 NW 26th Ave Portland OR - Oregon 97210 USA NATURE OF BUSINESS: Boat builder START DATE: 2020-01-02 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS OUTSIDE TRADING HOURS: 20 BRIEF DESCRIPTION OF DUTIES: Boat design & management 3. NAME OF OTHER BUSINESS: YT Portland LLC INVESTMENT RELATED: NO ADDRESS: 315 S Montgomery St. Suite 140 Portland Oregon 97201 United States NATURE OF BUSINESS: Boat rentals START DATE: 2023-06-01 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS OUTSIDE TRADING HOURS: 20 BRIEF DESCRIPTION OF DUTIES: Business executive duties 4. Bull Run LLC, 10200 SW Greenburg Rd, Ste 300, Portland, OR 97223, LLC holding company, Investment Related, approximately 5% of time during the month 5. Bull Run Universe LLC, 10200 SW Greenburg Rd, Ste 300, Portland, OR 97223, LLC holding company, Investment Related, approximately 5% of time during the month 6. Concurrent Investment Advisors LLC dba Columbia Associates Wealth Management Group. Investment Related. At Registered Location. Investment Advisor through Outside RIA. IAR/Financial Advisor. 11/21/2022. 160 hours/month all during trading hours. Provide fee based investment advice. 7. Bull Run Universe Holdings LLC Investment related Located at 10200 SW Greenburg Rd, Ste 300, Portland, OR 97223 Holding Company Owner Start 11/2023 1 hr/month all during trading hours Holding Company

Exams

• S66 Uniform Combined State Law Examination
  2011-12-03

Designations