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Portland, OR • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2017-04-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| 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 |
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.
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