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Current Employers
Orca Investment Management, Llc

6 Centerpointe Drive Suite 300, Lake Oswego, OR 97035 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-03-26
  • CA RA
    APPROVED
    Since 2026-03-26

Branch Locations

1255 Treat Blvd, Ste 300, Walnut Creek, CA 94597 • 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
Merrill Lynch Bank Of America Wayne PA 10/2019 02/2023
Bases Training Glen Burnie MD 01/2018 05/2019
Extra Innings Elkridge MD 07/2019 09/2019
Thrive Financial Services, Llc Fort Washington PA 03/2023 11/2023
J.P. Morgan Securities Llc San Francisco CA 11/2023 04/2025
Jpmorgan Chase Bank, N.A. San Francisco CA 11/2023 04/2025
Boyd And Dowgiallo P.A Severna Park MD 06/2016 07/2016
Unemployed Elon NC 11/2013 05/2016
Unemployed Elon NC 07/2016 12/2017
Unemployed Glen Burnie MD 06/2019 06/2019
Perform For Life San Francisco CA 11/2025 03/2026
Acm Wealth Oakland CA 06/2025 10/2025
Paulson Investment Company Walnut Creek CA 03/2026 Present
  • 10/2019 → 02/2023
    Merrill Lynch Bank Of America
    Wayne, PA
  • 01/2018 → 05/2019
    Bases Training
    Glen Burnie, MD
  • 07/2019 → 09/2019
    Extra Innings
    Elkridge, MD
  • 03/2023 → 11/2023
    Thrive Financial Services, Llc
    Fort Washington, PA
  • 11/2023 → 04/2025
    San Francisco, CA
  • 11/2023 → 04/2025
    Jpmorgan Chase Bank, N.A.
    San Francisco, CA
  • 06/2016 → 07/2016
    Boyd And Dowgiallo P.A
    Severna Park, MD
  • 11/2013 → 05/2016
    Unemployed
    Elon, NC
  • 07/2016 → 12/2017
    Unemployed
    Elon, NC
  • 06/2019 → 06/2019
    Unemployed
    Glen Burnie, MD
  • 11/2025 → 03/2026
    Perform For Life
    San Francisco, CA
  • 06/2025 → 10/2025
    Acm Wealth
    Oakland, CA
  • 03/2026 → Present
    Paulson Investment Company
    Walnut Creek, CA
Previous Registrations
Other Businesses

1) Perform for Life/Golf -Membership Sales & Golf Instructor-Not Financial -650 Mission Street, San Francisco, CA 94105 0 hrs during trading hours, 3 hrs a day non-trading hours. 2) ORCA Investment Management; 6 Centerpointe Drive, Suite 300, Lake Oswego, OR 97035; Independent Contractor; Investment Related; Investment Advisor Representative 3/2026; 10-12 hours during the month; 10-12 hours during the month during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-14
  • S66 Uniform Combined State Law Examination
    2020-02-14
Other Names
  • Jamal Clarke
  • Jamal Chibale Clarke

View on SEC IAPD

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