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Steven R Curtis

Insight Investment Solutions

Eugene, OR

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Current Employers
Insight Investment Solutions

2191 Monroe St., Eugene, OR 97405 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APP_PEND_IARCE 2026-01-01
  • OR RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

Eugene, OR • 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
Insight Tax Solutions Eugene OR 11/2009 Present
Insight Investment Solutions Eugene OR 10/2012 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-09-24
  • S65 Uniform Investment Adviser Law Examination
    2012-09-24

View on SEC IAPD

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