Hillary E Brevig

Current Employers

Employment History

• 08/2018 → 01/2021
  Summit Advisors Nw, Llc
  Portland, OR
• 11/2016 → 08/2018
  Old Navy
  Portland, OR
• 09/2016 → 11/2016
  Kmart
  Portland, OR
• 07/2014 → 09/2016
  Kmart
  Pittsburgh, PA
• 10/2020 → Present
  Vanderbilt Securities, Llc
  Woodbury, NY
• 10/2020 → 12/2021
  Consolidated Portfolio Review Corp.
  Woodbury, NY
• 01/2021 → Present
  Vanderbilt Advisory Services
  Woodbury, NY

Previous Registrations

• 2020-10-27 → 2021-12-31
  Consolidated Portfolio Review Corp
  Portland, OR
  Portland, OR
  Woodbury, NY
• 2019-05-14 → 2020-10-22
  Kms Financial Services, Inc.
  Portland, OR

Other Businesses

1 - Freelance Writing. Not Investment related. Start date: 06/01/2015. Address: 3825 SE Cesar E Chavez Blvd Portland OR, 97202. Title: Consultant. Duties: Consulting, copywriting, document preparation, editing. Time spent during regular hours: 0%. 2 - Financial software product consulting. Not Investment related. Start date: 03/22/2024. Address: 7837 SW Capitol Hwy Ste C, Portland OR, 97219. Title: Consultant. Duties: Serving as an hourly consultant for companies seeking feedback about use of current financial products, or conducting market research. Time spent during regular hours: 0%. 3 - Fixed Insurance Sales. Investment related. Start date: 01/07/2021. Address: 7837 SW Capitol Hwy Suite C, Portland OR, 97219. Title: Agent. Duties: Life insurance sales. Time spent during regular hours: 5%. 4- Money Coaching using "Wild Money: A Creative Journey to Financial Wisdom". Not Investment related. Start date: 01/07/2021. Address: 7837 SW Capitol Hwy Suite C, Portland OR, 97219. Title: Coach. Duties: Facilitate and moderate 8-10 classes (2 hrs each), providing non-securities related education as necessary and appropriate. No discussion of individual financial situations or advice will be provided. Time spent during regular hours: 0%. 5- Lunaria Financial, Ltd. Investment related. Start date: 01/07/2021. Address: 7837 SW Capitol Hwy Suite C, Portland OR, 97219. Title: Employee. Duties: Working with clients to provide services around financial planning, asset and investment management, financial coaching, writing articles and educational materials, and fulfilling administrative duties. Time spent during regular hours: 95%. 6- Burning Man Box Office. Not Investment related. Start date: 08/25/2022. Address: Black Rock City NV, N/A. Title: Assistant Shift Lead. Duties: Retrieve tickets in ticketing system, issue and take payment, check ID, resolve problematic transactions, assist volunteers. 0% time spent during regular business hours. 7- Retail sales. Start date: 06/01/2025. Address: 7837 SW Capitol Hyw Ste C, Portland, OR 97219. Title: Merchant. Duties: Order books, collect funds from customers. 0% time spent during regular business hours. 8- Reunion coordinator. Not Investment related. Start date: 24/06/2024. Address: 3825 SE Cesar E Chavez Blvd Portland OR, 97202. Title: Social events coordinator. Duties: Coordinate social gatherings for former high school. 0% time spent during regular business hours. 9- Summit Advisors NW. Not Investment related. Start date: 07/01/2021. Address: 3825 SE Cesar E Chavez Blvd Portland OR, 97202. Title: Office Manager. Duties: Respond to emails and phone calls, schedule clients, prepare paperwork. 0% time spent during regular business hours.

Exams

• S66 Uniform Combined State Law Examination
  2019-05-13

Designations