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Justin James Curtiss

Continuity Wealth Management, Corp.

Portland, OR

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Current Employers
Continuity Wealth Management, Corp.

3605 Sw Multnomah Blvd., Portland, OR 97219 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2022-02-16
  • OR RA
    APPROVED
    Since 2022-02-16

Branch Locations

3605 Sw Multnomah Blvd., Portland, OR 97219 • 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
Landerholm, P.S. Vancouver WA 01/2016 12/2019
Sustainable Wealth Management Inc. Vancouver WA 01/2020 12/2021
Continuity Wealth Management Portland OR 01/2022 Present
Cambridge Investment Research, Inc. Fairfield IA 04/2022 12/2023
Cambridge Investment Research, Inc. Fairfield IA 01/2022 12/2023
  • 01/2016 → 12/2019
    Landerholm, P.S.
    Vancouver, WA
  • 01/2020 → 12/2021
    Sustainable Wealth Management Inc.
    Vancouver, WA
  • 01/2022 → Present
    Continuity Wealth Management
    Portland, OR
  • 04/2022 → 12/2023
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 01/2022 → 12/2023
    Cambridge Investment Research, Inc.
    Fairfield, IA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-12-29
S65 Uniform Investment Adviser Law Examination 2020-01-21
  • S63 Uniform Securities Agent State Law Examination
    2022-12-29
  • S65 Uniform Investment Adviser Law Examination
    2020-01-21
Designations

View on SEC IAPD

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LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC

Other Investors

ALEX JOHN SHEPPARD
DANIEL JOSEPH HECK
Lucas F Ellis
JACQUELYN MARIE PASCIAK
STEVEN MICHAEL FAIN
BRANDON LEE ERICKSON
DAVID KENT PEDERSON
Derek Jon Cram

Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PORTLAND, OR
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Portland, OR
SUCCESS WEALTH MANAGEMENT LLC · Portland, OR
INMAN FINANCIAL SERVICES, INC. · PORTLAND, OR
PINNACLE WEALTH ADVISORS · Portland, OR
OSAIC WEALTH, INC. · TIGARD, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR

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