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8215 Sw Tualatin-Sherwood Road Suite 200, Tualatin, OR 97062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-11-10 |
| WA | RA | APPROVED | 2022-04-28 |
Branch Locations
8215 Sw Tualatin-Sherwood Road Suite 200, Tualatin, OR 97062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sherwood School District | Sherwood | OR | 06/2013 | 06/2021 |
| Oregon National Guard | Salem | OR | 04/2014 | Present |
| Ryan Financial Solutions, Llc | Gresham | OR | 07/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-28 |
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