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Current Employers
Ferguson Wellman Capital Management, Inc.

805 Southwest Broadway Suite 2100, Portland, OR 97205 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2022-04-12
  • OR RA
    APPROVED
    Since 2022-04-12

Branch Locations

805 Southwest Broadway Suite 2100, 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
Tru Independence, Llc Portland OR 07/2014 03/2017
Ferguson Wellman Capital Management, Inc. Portland OR 03/2017 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-01-10
  • S65 Uniform Investment Adviser Law Examination
    2014-01-10
Designations

View on SEC IAPD

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