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1221 Nw Everett Street, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-12-03 |
| OR | RA | APPROVED | 2019-06-26 |
| WA | RA | APPROVED | 2019-06-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-26 |
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