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8625 Sw Cascade Ave. Suite 410, Beaverton, OR 97008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2021-10-01 |
Branch Locations
8625 Sw Cascade Ave. Suite 410, Beaverton, OR 97008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Syracuse | NY | 12/2012 | 10/2016 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2016 | 09/2021 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2019 | 09/2021 |
| Defined Wealth Management, Llc | Beaverton | OR | 10/2021 | Present |
1. CANVASA PAINT & STAIN; 29 SOUTH MEADOW DRIVE CAZENOVIA, NY RESIDENTIAL PAINTING OWNER, 05/05/21, NIR, 20 HR/YR- 0/TRADING HR. 2. ENTITY NAME: RENTAL PROPERTY; INVESTMENT RELATED: NO; ADDRESS: PORTLAND, OR; NATURE OF THE OTHER BUSINESS: RENTAL PROPERTY; POSITION/TITLE/RELATIONSHIP: OWNER; START DATE: 1/1/2023; APPROXIMATE # OF HOURS A MONTH; APPROXIMATE # OF HOURS DURING SECURITIES HOURS; BRIEFLY DESCRIBE YOUR DUTIES: NONE. 3. ENTITY NAME: DEMARTINO CONSULTING, LLC; INVESTMENT RELATED: YES; ADDRESS: BEAVERTON, OR; NATURE OF THE OTHER BUSINESS: FINANCIAL SERVICES CONSULTING; POSITION/TITLE/RELATIONSHIP: MANAGER/MEMBER/OWNER; START DATE: 7/10/2024; APPROXIMATE # OF HOURS A MONTH: 5 HOURS; APPROXIMATE # OF HOURS DURING SECURITIES HOURS: 5 HOURS; BRIEFLY DESCRIBE YOUR DUTIES: PROVIDE CONSULTING SERVICES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2013-01-21 |
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