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Terrence Franklyn Daniel

Vista Capital Partners, Inc.

Portland, OR

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Current Employers
Vista Capital Partners, Inc.

9755 Sw Barnes Road Suite 595, Portland, OR 97225 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2021-04-07
  • OR RA
    APPROVED
    Since 2021-04-07

Branch Locations

9755 Sw Barnes Road Suite 595, Portland, OR 97225 • 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
University Of Oregon Eugene OR 06/2012 05/2017
Texans Houston TX 05/2017 08/2017
Bankers Life Stafford TX 08/2017 06/2018
Park Avenue Securities Lake Oswego OR 09/2018 10/2019
Guardian Life Insurance Company Lake Oswego OR 08/2018 10/2019
Keybank Portland OR 12/2019 12/2020
Key Investment Services Portland OR 01/2020 11/2020
Vista Capital Partners Portland OR 12/2020 Present
  • 06/2012 → 05/2017
    University Of Oregon
    Eugene, OR
  • 05/2017 → 08/2017
    Texans
    Houston, TX
  • 08/2017 → 06/2018
    Bankers Life
    Stafford, TX
  • 09/2018 → 10/2019
    Park Avenue Securities
    Lake Oswego, OR
  • 08/2018 → 10/2019
    Guardian Life Insurance Company
    Lake Oswego, OR
  • 12/2019 → 12/2020
    Keybank
    Portland, OR
  • 01/2020 → 11/2020
    Key Investment Services
    Portland, OR
  • 12/2020 → Present
    Vista Capital Partners
    Portland, OR
Other Businesses

1) Football Coach Central Catholic High School football coach Start: 07/01/2019 Address: 2401 SE Stark St, Portland, OR 97214 60 non bus hrs per month Not investment related 2) Baseballism Product model Start: 09/10/2018 Address: 2215 NW Quimby St, Portland, OR 97210 2 non bus hrs per month Not investment related 3) University of Oregon Black Network board member Finance Committee Start: 08/21/2019 Address: N/A 2 non bus hrs per month Not investment related

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-07
S63 Uniform Securities Agent State Law Examination 2020-06-13
  • S65 Uniform Investment Adviser Law Examination
    2021-04-07
  • S63 Uniform Securities Agent State Law Examination
    2020-06-13
Other Names
  • Tj Daniel
  • Terrence Daniel
  • Terrence Franklyn Daniel

View on SEC IAPD

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