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3395 Sw Garden View Ave, Portland, OR 97225 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2021-09-15 |
Branch Locations
3395 Sw Garden View Ave, Portland, OR 97225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chastain Wealth Management, Llc | Atlanta | GA | 08/2017 | 09/2021 |
| Veintek, Llc | Atlanta | GA | 03/2018 | 06/2024 |
| Saddlerock Assets, Llc | Atlanta | GA | 01/2015 | Present |
| Biomed Design, Llc | Atlanta | GA | 10/2005 | 03/2019 |
| Vertical Ascent Wealth Management, Llc | Seattle | WA | 07/2021 | Present |
| Cs Planning Corp. | Portland | OR | 09/2021 | Present |
(1) Saddlerock Assets, LLC (Invest in retail commercial properties) - 403 5th St NE, Atlanta, GA 30308, Commercial Real Estate Company, CEO, Start date 1/2015, 3-5 hrs monthly during securities trading hours, currently working to divest the assets, in charge of all operations. (2) Veintek, LLC (Not investment related) - 403 5th St NE, Atlanta, GA 30308, Medical Device Company, Member, Start date 03/2018, 3-5 hrs monthly during securities trading hours, developing technologies to license.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-16 |
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