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1618 Sw 1St Avenue Ste. 425, Portland, OR 97201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-06-16 |
| OR | RA | APPROVED | 2013-08-27 |
Branch Locations
1800 Sw 1St Ave Suite 150, Portland, OR 97201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fruit Tree/Deck The Halls | Hood River/ Portland | OR | 09/1993 | Present |
| Liberty Capital Investment Corp. | Portland | OR | 07/2009 | Present |
INSURANCE; INVESTMENT-RELATED? YES; BECAUSE LIBERTY CAPITAL DOES NOT PARTICIPATE IN LIFE INSURANCE OR FIXED ANNUITIES, AS AN ADDITIONAL SERVICE TO CLIENTS, I OFFER THESE PRODUCTS OUTSIDE OF LIBERTY CAPITAL. I SPEND BETWEEN 5 AND 8 HOURS PER MONTH ON THIS, IT IS SOMETIMES DURING MARKET HOURS, BUT THESE SERVICES ARE INCIDENTAL TO MY LIBERTY CAPITAL BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-11 |
| S66 | Uniform Combined State Law Examination | 2005-04-12 |
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