Samuel Joseph Detke

Current Employers

Employment History

• 02/2016 → 06/2017
  Marist High School
  Eugene, OR
• 03/2017 → 10/2018
  Waddell & Reed, Inc.
  Lake Oswego, OR
• 08/2017 → 10/2018
  Various Insurance Carriers For W & R Insurance Agencies
  Lake Oswego, OR
• 11/2018 → 10/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Oswego, OR
• 11/2018 → 10/2020
  Bank Of America, N.A.
  Oswego, OR
• 09/2013 → 05/2017
  University Of Oregon
  Eugene, OR
• 10/2020 → 08/2022
  Peak Brokerage Services, Llc
  Jupiter, FL
• 10/2020 → 08/2022
  Financial Investment Team, Inc.
  Portland, OR
• 08/2022 → Present
  Tpg Financial Advisors, Llc
  Portland, OR

Previous Registrations

• 2021-04-27 → 2022-08-09
  Financial Investment Team ("Fit")
  Portland, OR
• 2018-11-07 → 2020-10-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lake Oswego, OR
  Lake Oswego, OR
• 2017-08-17 → 2018-10-16
  Waddell & Reed
  Eugene, OR
  Lake Oswego, OR
  Seattle, WA

Other Businesses

1) Name of Business: CFP Board; Title: Exam Development; Activities: CFP Volunteer; Start Date: 10/21; Approx. # of hours a month spent on activity: 3; Approx. # of hours spent during trading hours: 3 2) Bradley Angle; Pro-Bono Financial Advisor; Start Date: 10/15/2021; Approx. # of hours a month spent on activity: 10; Approx. # of hours spent during trading hours: 10 3) Business Activity: Finance Committee; Business Entity: Oregon Hillel; Address: Oregon; Duties of Position: Finance Committee; Title: Finance Committee; Start Date: 03/2022; Approx. # of hours per month spent on activity: 5; Approx. # of hours spent during trading hours: 0

Exams

• S66 Uniform Combined State Law Examination
  2017-07-25

Designations

Other Names

• Sam Joseph Detke
• Samuel Detke
• Samuel Joseph Detke