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Inactive

Rachel Amelia Kuhnert

Brighton Jones LLC

Portland, OR

Seattle, WA

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Current Employers
Brighton Jones Llc

2030 1St Avenue 3Rd Floor, Seattle, WA 98121 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2023-08-01
WA RA APPROVED 2023-08-01
  • OR RA
    APPROVED
    Since 2023-08-01
  • WA RA
    APPROVED
    Since 2023-08-01

Branch Locations

1624 Nw Lovejoy Street, Portland, OR 97209 • United States

2030 1St Avenue 3Rd Floor, Seattle, WA 98121 • 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
Brighton Jones Portland OR 06/2021 Present
Ferguson Wellman Capital Mangement Portland OR 06/2020 09/2020
Summa Group Of Oppenheimer & Co. Los Angeles CA 09/2019 03/2020
Orepac Building Products Wilsonville OR 06/2019 09/2019
Summa Group Of Oppenheimer & Co. Los Angeles CA 10/2018 06/2019
Greentree Pool Organization Lake Oswego OR 06/2015 09/2019
Ucla Los Angeles CA 09/2020 06/2021
Ucla Los Angeles CA 03/2020 06/2020
Ucla Los Angeles CA 09/2017 06/2018
Lakeridge High School Lake Oswego OR 09/2013 06/2017
  • 06/2021 → Present
    Brighton Jones
    Portland, OR
  • 06/2020 → 09/2020
    Ferguson Wellman Capital Mangement
    Portland, OR
  • 09/2019 → 03/2020
    Summa Group Of Oppenheimer & Co.
    Los Angeles, CA
  • 06/2019 → 09/2019
    Orepac Building Products
    Wilsonville, OR
  • 10/2018 → 06/2019
    Summa Group Of Oppenheimer & Co.
    Los Angeles, CA
  • 06/2015 → 09/2019
    Greentree Pool Organization
    Lake Oswego, OR
  • 09/2020 → 06/2021
    Ucla
    Los Angeles, CA
  • 03/2020 → 06/2020
    Ucla
    Los Angeles, CA
  • 09/2017 → 06/2018
    Ucla
    Los Angeles, CA
  • 09/2013 → 06/2017
    Lakeridge High School
    Lake Oswego, OR
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-16
  • S65 Uniform Investment Adviser Law Examination
    2022-05-16
Designations

View on SEC IAPD

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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PORTLAND, OR
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Portland, OR
SUCCESS WEALTH MANAGEMENT LLC · Portland, OR
INMAN FINANCIAL SERVICES, INC. · PORTLAND, OR
PINNACLE WEALTH ADVISORS · Portland, OR
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MERCER GLOBAL ADVISORS INC. · Tigard, OR
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