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9400 Sw Barnes Rd. Suite 309, Portland, OR 97225 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-12-23 |
| TX | RA | APPROVED_RES | 2023-04-14 |
| WA | RA | APPROVED | 2017-08-25 |
Branch Locations
9400 Sw Barnes Rd. Suite 309, Portland, OR 97225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Portland | OR | 09/2000 | Present |
| Wealth Advisors Northwest Llc | Portland | OR | 07/2016 | 10/2025 |
| Wealth Advisors Northwest Llc | Portland | OR | 07/2016 | Present |
09/2000 - Self Employed; Sports Official; non-investment related; 4207 SE Woodstock #287, Portland, OR 97206. Officiating Sporting Events. 10-20 hours/month during season. 0 hours during trading hours. Officiate athletic contests primarily at the High School level and up in the local area. D & T CRUISES (DBA) TRAVEL AGENCY NOT INVESTMENT RELATED OWNER ADDRESS: 4207 SE WOODSTOCK #287 PORTLAND, OREGON 97206 10-20 HOURS PER MONTH 0 HOURS DURING SECURITIES TRADING HOURS HOBBY: BUSINESS IS SELLING CRUISES PRIMARILY TO FRIENDS AND FAMILY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-09 |
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