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Merlin Arbor

Blue Water Wealth

Portland, OR

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Current Employers
Blue Water Wealth

500 Sw 116Th Avenue, Portland, OR 97225 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-01-04
WA RA APPROVED 2021-01-04
OR RA APPROVED 2019-06-04
  • TX RA
    APPROVED
    Since 2021-01-04
  • WA RA
    APPROVED
    Since 2021-01-04
  • OR RA
    APPROVED
    Since 2019-06-04

Branch Locations

500 Sw 116Th Avenue, Portland, OR 97225 • 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
Blue Water Wealth, Inc. Portland OR 01/2015 08/2017
Cambridge Investment Research, Inc. Fairfield IA 08/2017 06/2019
Blue Water Wealth, Inc. Portland OR 08/2017 Present
  • 01/2015 → 08/2017
    Blue Water Wealth, Inc.
    Portland, OR
  • 08/2017 → 06/2019
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 08/2017 → Present
    Blue Water Wealth, Inc.
    Portland, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-06-04
  • S65 Uniform Investment Adviser Law Examination
    2019-06-04
Other Names
  • Nancy Eileen Hoegler

View on SEC IAPD

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