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915 Nw 19Th Ave Suite F, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2019-01-17 |
Branch Locations
915 Nw 19Th Ave Suite F, Portland, OR 97209 • United States
Portland, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pine Haven Investment Counsel, Inc. | Portland | OR | 04/2014 | 12/2018 |
| Pearl Wealth Llc | Portland | OR | 01/2019 | Present |
| Pine Haven Investment Counsel | Portland | OR | 05/2014 | 04/2019 |
(1.) NAME OF OBA: RENTAL HOUSE 1; ADDRESS OF OBA: PORTLAND, OR 97213; NATURE: RENTAL HOME; INVESTMENT RELATED: YES; RELATIONSHIP WITH OBA: OWNED JOINTLY WITH SPOUSE; DUTIES: HOMEOWNER; START DATE: 06/2008; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0. (2.) NAME OF OBA: RENTAL HOUSE 2; ADDRESS OF OBA: GLENEDEN BEACH, OR 97388; NATURE: RENTAL HOME; INVESTMENT RELATED: YES; RELATIONSHIP WITH OBA: OWNED JOINTLY WITH SPOUSE, AND TWO FRIENDS; DUTIES: HOMEOWNER; START DATE: 06/2022; APPROX. NUMBER OF HOURS/MONTH: 1 APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0 (3.) NAME OF OBA: COMMUNITY WAREHOUSE; ADDRESS OF OBA: PORTLAND, OR; NATURE: FINANCE COMMITTEE; INVESTMENT RELATED: NO; RELATIONSHIP WITH OBA: COMMITTEE MEMBER; DUTIES: ASSIST WITH CASH FLOW PLANNING AND OTHER FINANCIAL NEEDS; START DATE: 07/2024 APPROX. NUMBER OF HOURS/MONTH: 2-3; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0. (4.) NAME OF OBA: FLAIR PLASTIC PRODUCTS; ADDRESS OF OBA: PORTLAND, OR 97209; NATURE: PLASTIC FABRICATING; INVESTMENT RELATED: NO; TITLE WITH OBA: SECRETARY; DUTIES: MONTHLY BOOKKEEPING; START DATE: 01/01/2025; APPROX. NUMBER OF HOURS/MONTH: 1-2; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-31 |
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