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5335 Meadows Road Suite 375, Lake Oswego, OR 97035 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-07-01 |
Branch Locations
5335 Meadows Road Suite 375, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oswego Private Wealth Management | Lake Oswego | OR | 08/2021 | 05/2026 |
| Oswego Private Wealth Management | Lake Oswego | OR | 05/2026 | Present |
| Unemployed | Seattle | WA | 03/2021 | 07/2021 |
| Performance Kitchen | Redmond | WA | 04/2020 | 02/2021 |
| Ryder Last Mile | Columbus | OH | 11/2017 | 12/2019 |
| Ryder Last Mile | Columbus | OH | 11/2016 | 10/2017 |
| Ryder Last Mile | Columbus | OH | 03/2016 | 10/2016 |
| Unemployed | Seattle | WA | 01/2020 | 03/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-24 |
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