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Brandon Alexander Trank

Tradewinds Wealth Management

Portland, OR

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Current Employers
Tradewinds Wealth Management

5550 S Macadam Ave Ste 110, Portland, OR 97239 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2023-11-30
TX RA APPROVED 2023-06-29
OR RA APPROVED 2023-04-23
  • WA RA
    APPROVED
    Since 2023-11-30
  • TX RA
    APPROVED
    Since 2023-06-29
  • OR RA
    APPROVED
    Since 2023-04-23

Branch Locations

5550 S Macadam Ave Ste 110, Portland, OR 97239 • 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
Principal Life Insurance Company Lake Oswego OR 09/2015 05/2018
Princor Financial Services Corporation Lake Oswego OR 09/2015 05/2018
Tyson Deering Wilson Lake Oswego OR 07/2016 05/2018
Pruco Securities, Llc Lake Oswego OR 05/2018 04/2021
The Prudential Insurance Company Of America Lake Oswego OR 06/2018 04/2021
Lpl Financial, Llc Portland OR 04/2021 03/2023
Financial Advocates Investment Management Portland OR 04/2021 03/2023
Tradewinds Asset Management, Llc Portland OR 03/2023 Present
  • 09/2015 → 05/2018
    Principal Life Insurance Company
    Lake Oswego, OR
  • 09/2015 → 05/2018
    Princor Financial Services Corporation
    Lake Oswego, OR
  • 07/2016 → 05/2018
    Tyson Deering Wilson
    Lake Oswego, OR
  • 05/2018 → 04/2021
    Lake Oswego, OR
  • 06/2018 → 04/2021
    The Prudential Insurance Company Of America
    Lake Oswego, OR
  • 04/2021 → 03/2023
    Lpl Financial, Llc
    Portland, OR
  • 04/2021 → 03/2023
    Financial Advocates Investment Management
    Portland, OR
  • 03/2023 → Present
    Tradewinds Asset Management, Llc
    Portland, OR
Previous Registrations
  • 2021-04-16 → 2023-03-09
    Financial Advocates Investment Management
    Olympia, WA
    Portalnd, OR
    Portland, OR
    Portland, OR
  • 2019-11-14 → 2021-04-23
    Mercer Island, WA
    Lake Oswego, OR
  • 2016-01-25 → 2018-06-04
    Lake Oswego, OR
Other Businesses

1. 4/12/2021 - Mensor Family Limited Partnership - Investment Related - PO Box 1990, Cupertino, CA 95015 ; 1230 Pedro St San Jose, CA 95126; and 824 Deland Ave San Jose, CA 95128 - Real Estate Rental - Limited Partner - Started 8/1992 - 0 Hours Per Month - Time Spent 0% - Family owned-business that holds properties. 2. 4/12/2021 - Northwest Elite FC - Not Investment Related - 515 NW Saltzman Rd 821, Portland OR 97229 - Other-Coaching - Assistant Coach - Started 08/17/2020 - 0 Hours During Securities Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-12-22
  • S66 Uniform Combined State Law Examination
    2015-12-22
Other Names
  • Brandon Trank

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