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Current Employers
Portland Private Wealth Management, Inc.

1221 Nw Everett Street, Portland, OR 97209 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-12-03
OR RA APPROVED 2019-06-26
WA RA APPROVED 2019-06-26
  • TX RA
    APPROVED_RES
    Since 2021-12-03
  • OR RA
    APPROVED
    Since 2019-06-26
  • WA RA
    APPROVED
    Since 2019-06-26

Branch Locations

1221 Nw Everett Street, Portland, OR 97209 • 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
Portland Private Wealth Management, Inc. Portland OR 02/2018 Present
Tualatin Hills United Soccer Club Tualatin OR 05/2017 02/2024
Southside Soccer Club Tualatin OR 12/2002 04/2017
United Pdx Soccer Club Tigard OR 02/2024 Present
  • 02/2018 → Present
    Portland, OR
  • 05/2017 → 02/2024
    Tualatin Hills United Soccer Club
    Tualatin, OR
  • 12/2002 → 04/2017
    Southside Soccer Club
    Tualatin, OR
  • 02/2024 → Present
    United Pdx Soccer Club
    Tigard, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-06-26
  • S65 Uniform Investment Adviser Law Examination
    2019-06-26

View on SEC IAPD

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