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Current Employers
Newbore Wealth Management, Inc.

15 82Nd Drive Suite 220, Gladstone, OR 97027 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-01-21
  • OR RA
    APPROVED
    Since 2026-01-21

Branch Locations

15 82Nd Drive Suite 220, Gladstone, OR 97027 • 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
Academy Mortgage Corporation Wilsonville OR 11/2016 10/2019
Guild Mortgage Company Wilsonville OR 11/2014 11/2016
Lpl Financial, Llc Gladstone OR 10/2019 Present
Newbore Wealth Management, Inc Gladstone OR 11/2019 Present
  • 11/2016 → 10/2019
    Academy Mortgage Corporation
    Wilsonville, OR
  • 11/2014 → 11/2016
    Guild Mortgage Company
    Wilsonville, OR
  • 10/2019 → Present
    Lpl Financial, Llc
    Gladstone, OR
  • 11/2019 → Present
    Gladstone, OR
Previous Registrations
Other Businesses

1. 03/13/2020 - Bacon Newbore Financial Consultants, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 4/29/2021 -Newbore Wealth Management Inc - DBA: (Hybrid) CCCU Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 07/16/2020 - 32 Hours Per Month During Securities Trading - I provide investment advisory services through Newbore Wealth Management Inc, an independent investment advisor firm. I started this business activity in 4/2021. I expect to spend approximately 32 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 5/7/2021 - CCCU Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/01/2021 - 60 Hours Per Month During Securities Trading. 4. 5/19/2021 - Newbore Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/01/2020 - 100 Hours Per Month During Securities Trading. 5. 09/26/2022 - Beacon Property Group LLC - Investment Related - Milwaukie OR 97267 - Real Estate Rental - Owner - Start Date - 03/01/2017 - 5 Hours Per Month/0 Hours During Securities Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-03-05
  • S66 Uniform Combined State Law Examination
    2020-03-05
Designations

View on SEC IAPD

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