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805 Southwest Broadway Suite 2100, Portland, OR 97205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2022-04-12 |
Branch Locations
805 Southwest Broadway Suite 2100, Portland, OR 97205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tru Independence, Llc | Portland | OR | 07/2014 | 03/2017 |
| Ferguson Wellman Capital Management, Inc. | Portland | OR | 03/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-01-10 |
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