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1155 Sw Morrison Street Suite 501, Portland, OR 97205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-06-08 |
| OR | RA | APPROVED | 2023-06-08 |
Branch Locations
1155 Sw Morrison Street Suite 501, Portland, OR 97205 • United States
Dana Point, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management | Portland | OR | 04/2016 | 06/2016 |
| Tpg Financial Advisors | Portland | OR | 04/2016 | 06/2016 |
| Umpqua Bank | Bend | OR | 09/2018 | 06/2019 |
| Sageview Advisory Group | Newport Beach | CA | 01/2022 | 03/2022 |
| Multnomah Group, Inc. | Dana Point | CA | 03/2023 | Present |
| Self Employed | Dana Poing | CA | 01/2021 | 12/2021 |
| Self Employed | Bend | OR | 06/2016 | 09/2018 |
| Ethic Inc. | Bend | OR | 07/2019 | 10/2020 |
| Self Employed | Dana Point | CA | 03/2022 | 03/2023 |
Barber Law, LLC; not investment related; PO Box 177, Dana Point, California, 92629; contract legal services; Principal and Managing Member; started December 2016; less than 10 hours per month (0 hours during securities trading hours); contract legal services for other law firms.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-08 |
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