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Adrian Guzman Pena

Nexus Strategic Wealth

Tualatin, OR

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Current Employers
Nexus Strategic Wealth

18840 Sw Boones Ferry Rd. Suite 310, Tualatin, OR 97062 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-12-17
WA RA APPROVED 2025-08-15
OR RA APPROVED 2025-07-11
  • TX RA
    APPROVED_RES
    Since 2025-12-17
  • WA RA
    APPROVED
    Since 2025-08-15
  • OR RA
    APPROVED
    Since 2025-07-11

Branch Locations

18840 Sw Boones Ferry Rd. Suite 310, Tualatin, OR 97062 • 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
Nexus Strategic Wealth Tigard OR 05/2019 01/2025
Guzman Landscape Supply, Llc Hillsboro OR 06/2019 Present
Type A Financial West Linn OR 06/2013 05/2019
Nexus Strategic Wealth, Llc Tualitin OR 07/2025 Present
Financial Advocates Investment Management Olympia WA 01/2025 Present
  • 05/2019 → 01/2025
    Nexus Strategic Wealth
    Tigard, OR
  • 06/2019 → Present
    Guzman Landscape Supply, Llc
    Hillsboro, OR
  • 06/2013 → 05/2019
    Type A Financial
    West Linn, OR
  • 07/2025 → Present
    Nexus Strategic Wealth, Llc
    Tualitin, OR
  • 01/2025 → Present
    Financial Advocates Investment Management
    Olympia, WA
Previous Registrations
  • 2025-01-29 → 2025-09-05
    Financial Advocates Investment Management
    Tualatin, OR
    Olympia, WA
Other Businesses

Manages Finance for Guzman Landscape Supply.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-28
  • S65 Uniform Investment Adviser Law Examination
    2025-01-28
Other Names
  • Adrian Guzman-Pena

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
LPL ENTERPRISE, LLC
INDEPENDENT FINANCIAL GROUP, LLC
U.S. BANCORP ADVISORS, LLC
COASTEDGE PARTNERS, LLC
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Other Investors

HYE JOUNG LEE
ANTHONY CRAIG COUCH
CRAIG ROBERT NETT
SUMMER NICOLE RUDDER
CECILIA BEACH BROWN
ROBERT WHALEY DIEHL
MARK ALBERT KINNEY
RODNEY KEITH DOOLEY

Other Offices

LPL FINANCIAL LLC · SAN DIEGO, CA
LPL ENTERPRISE, LLC · SAN DIEGO, CA
LPL FINANCIAL LLC · SAN DIEGO, CA
INDEPENDENT FINANCIAL GROUP, LLC · SAN DIEGO, CA
LPL FINANCIAL LLC · SAN DIEGO, CA
U.S. BANCORP ADVISORS, LLC · San Diego, CA
COASTEDGE PARTNERS, LLC · SAN DIEGO, CA
WELLS FARGO CLEARING SERVICES, LLC · SAN DIEGO, CA

More in Tualatin, OR

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