Ian T Borman

Current Employers

Employment History

• 01/2017 → 07/2023
  Massmutual Life Insurance Company
  Wilsonville, OR
• 09/2018 → 07/2023
  Mml Investors Services, Llc
  Wilsonville, OR
• 12/2015 → 02/2017
  American National Insurance
  Salem, OR
• 07/2023 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 07/2023 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2021-01-05 → 2023-07-27
  Mml Investors Services, Llc
  Lake Oswego, OR
  Wilsonville, OR
  Wilsonville, OR

Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 07/2023, ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING. 2) DORCHESTER CONFERENCE, 22448 SW MEISSINGER PL, SHERWOOD, OR, 07/2019, PRESIDENT, EDUCATIONAL CONFERENCE, NIR, 6 HR/MO. 0 HR/MO TRADING. 3) IAN BORMAN, 9450 SW COMMERCE CIR, STE 400, WILSONVILLE, OR, 12/2019, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 20 HR/MO, 20 HR/MO TRADING. 4) HAGAN HAMILTON INSURANCE, 9450 SW COMMERCE CIR, STE 400, WILSONVILLE, OR, 12/2021, COMMERCIAL PROPERTY CASUALTY INSURANCE AGENT, INV REL, 20 HR/MO, 20 HR/MO TRADING. 5) WESTERLIES WEALTH MANAGEMENT LLC DBA: WESTERLIES WEALTH MANAGEMENT, 9900 SW GREENBURG RD, SUITE 210, TIGARD, OR, 03/2024, PRESIDENT, DBA, NIR, 160 HR/MO, 120 HR/MO TRADING. 6) WESTERLIES WEALTH MANAGEMENT, 9900 SW GREENBURG RD, STE 210, TIGARD, OR, 05/2024, OWNER, DBA, INV REL, 160 HR/MO, 160 HR/MO TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2020-10-16