William Ayers Harris

Employer firm

Longstream Capital Management LLC CRD 287650

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
ON-GOING FINANCIAL CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers

Longstream Capital Management Llc

Portland, OR • United States

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2017-04-20

OR RA
APPROVED

Since 2017-04-20

Branch Locations

Portland, OR • 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

Organization	City	State	From	To
Allen Trust Company	Portland	OR	09/2004	12/2016
Allen Capital Managment, Llc	Portland	OR	03/2005	12/2016
Longstream Capital Management Llc	Portland	OR	01/2017	Present

09/2004 → 12/2016

Allen Trust Company

Portland, OR
03/2005 → 12/2016

Allen Capital Managment, Llc

Portland, OR
01/2017 → Present

Longstream Capital Management Llc

Portland, OR

Previous Registrations

2005-06-08 → 2017-01-30

Allen Capital Management, Llc

Portland, OR

Vancouver, WA

Other Businesses

Board Director, The Jeffrey Company, a single family office and private investment holding company in Columbus, OH; and Board Director, Jeffrey Fiduciary Company, a private family trust company in Columbus, OH. As a director of both entities, I receive fixed annual compensation; I do not receive any commissions.