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9400 Sw Barnes Rd. Suite 309, Portland, OR 97225 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-12-18 |
| TX | RA | APPROVED | 2021-05-27 |
| WA | RA | APPROVED | 2017-08-25 |
Branch Locations
9400 Sw Barnes Rd. Suite 309, Portland, OR 97225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Roi Financial | Beaverton | OR | 07/2012 | 10/2016 |
| Wealth Advisors Northwest Llc | Portland | OR | 07/2016 | Present |
| Dougall Conradie Llc | Portland | OR | 09/2008 | Present |
| Roi Financial Advisors, Llc | Beaverton | OR | 10/2012 | 10/2016 |
Dougall Conradie LLC is a CPA practice. TFA Solutions owns 1/3rd of the business and has multiple other partners. Mr. Conradie spends the majority of his time on his CPA practice. Dougall Conradie LLC may refer clients for advisory service. No referral fees are paid to Dougall Conradie LLC. CONRADIE INVESTMENTS LLC OWNS AN 8¬PLEX REAL ESTATE RENTAL PROPERTY. MR. CONRADIE OWNS 50% AND KRISTIN CONRADIE (SPOUSE) OWNS 50%. HE SPENDS SMALL PORTION OF TIME (LESS THAN 10%) DOING BOOKKEEPING AND TAXES. CONRADIE PROPERTIES LLC OWNS A 5¬PLEX REAL ESTATE RENTAL PROPERTY. MR. CONRADIE OWNS 50% AND KRISTIN CONRADIE (SPOUSE) OWNS 50%. HE SPENDS SMALL PORTION OF TIME (LESS THAN 10%) DOING BOOKKEEPING AND TAXES. LMJ Enterprises LLC owns a commercial property in Oregon. Mr. Conradie owns 25% of this partnership. The CPA practice leases office space from LMJ Enterprises LLC. TFA Solutions Inc is a holding company owned 100% by Mr. Conradie to hold and manage family-related investments.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-07-20 |
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