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Current Employers
Horizons Sustainable Financial Services, Inc.

535 Cerrillos Road Suite A2, Santa Fe, NM 87501 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-05-14
  • OR RA
    APPROVED
    Since 2025-05-14

Branch Locations

Milwaukie, OR • United States

535 Cerrillos Road Suite A2, Santa Fe, NM 87501 • 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
Silver Oak Advisory Group Portland OR 05/2018 04/2025
Unemployed Portland OR 03/2018 04/2018
New Outlook Financial Portland OR 02/2014 02/2018
Horizons Sustainable Financial Services, Inc. Santa Fe NM 05/2025 Present
Previous Registrations
Designations

View on SEC IAPD

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