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14675 Sw Millikan Way, Beaverton, OR 97003 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-24 |
| OR | RA | APPROVED | 2020-12-21 |
| WA | RA | APPROVED | 2020-12-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Roi Financial Advisors | Beaverton | OR | 08/2020 | Present |
| Travelers Indemnity Co. | Lake Oswego | OR | 06/2019 | 08/2019 |
| Travelers Indemnity Co. | Lake Oswego | OR | 06/2018 | 08/2018 |
| Smi Solutions | Tigard | OR | 06/2017 | 08/2017 |
| Oregon State University | Corvallis | OR | 09/2016 | 06/2020 |
| Clackamas High School | Happy Valley | OR | 09/2012 | 09/2016 |
| Roi Tax, Llc | Lake Oswego | OR | 01/2021 | Present |
Trevor Bruno owns TPB Enterprises, LLC which was established to acquire a 13.33% ownership of ROI Tax. The acquisition became effective on 1/1/2023. ROI Tax is an affiliate of ROI Financial but is a separate entity. ROI Tax provides tax preparation and CPA services, it is not investment related. The address is 17355 Boones Ferry Road, Suite E, Lake Oswego, OR 97035. Other than being a part-owner, Mr. Bruno is also a Licensed Tax Preparer and assists in preparing tax returns under the supervision of a CPA. He works there primarily during tax season, From February to mid-April. During this time, he expects to spend approximately 30 hours a week on ROI Tax duties during trading and non-trading hours. ROI Financial duties have priority over any duties associated with ROI Tax.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-20 |
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