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4380 S Macadam Avenue Suite 350, Portland, OR 97239 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2022-07-11 |
Branch Locations
4380 S Macadam Avenue Suite 350, Portland, OR 97239 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Christopher Webb | Lake Oswego | OR | 07/2016 | 09/2017 |
| Waddell & Reed, Inc | Lake Oswego | OR | 08/2016 | 12/2017 |
| Various Insurance Carriers For W & R Insurance Agencies | Portland | OR | 01/2017 | 12/2017 |
| Samantha Wiggins | Lake Oswego | OR | 09/2017 | 12/2017 |
| Old Spaghetti Factory | Portland | OR | 04/2017 | 01/2018 |
| Heritage Bank | Portland | OR | 01/2018 | 06/2022 |
| Cetera Investment Services Llc | St Cloud | MN | 01/2018 | 06/2022 |
| Cetera Investment Advisers Llc | Portland | OR | 01/2018 | 06/2022 |
| Vision Capital Management Inc | Portland | OR | 06/2022 | Present |
MCKENZIE INVESTMENT GROUP, LLC; INVESTMENT RELATED; PORTLAND, OR; 23.33% OWNER ALONG WITH PARENTS AND SIBLINGS, ACQUIRING REAL PROPERTY TO HOLD FOR LONG TERM APPRECIATION; NON-MANAGING MEMBER; START: 5/2020; ZERO HOURS DEVOTED TO BUSINESS; NO DUTIES OR RESPONSIBILITIES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-21 |
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