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Edinburg, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-12-02 |
| WA | RA | APPROVED | 2018-10-04 |
| TX | RA | APPROVED_RES | 2018-06-25 |
Branch Locations
1017 Sw Morrison St. Suite 409, Portland, OR 97205 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Proequities, Inc | Portland | OR | 07/2012 | 06/2018 |
| Roosevelt Advisors Llc | Portland | OR | 06/2018 | Present |
| National Advisor Group, Inc. | Portland | OR | 06/2018 | Present |
| Slow Hand | Portland | OR | 01/2017 | 05/2018 |
| David K. Fowler, Sole Proprietor | Portland | OR | 06/2016 | 06/2018 |
| Investment Advisors | Portland | OR | 11/2014 | 06/2018 |
National Advisor Group, Inc. POSITION: NA NATURE: NA INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 4 START DATE: 06/2018 ADDRESS: Portland, OR 97210 DESCRIPTION: Insurance agent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-22 |
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