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Cole Thomas

Human Investing

Lake Oswego, OR

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Current Employers
Human Investing

6000 Meadows Rd Suite 105, Lake Oswego, OR 97035 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-02-05
  • OR RA
    APPROVED
    Since 2025-02-05

Branch Locations

6000 Meadows Rd Suite 105, Lake Oswego, OR 97035 • 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
George Fox University Newberg OR 08/2019 04/2023
Aldrich Cpas + Advisors Lake Oswego OR 09/2023 01/2025
Lucky 7 Beverage Company Canby OR 01/2017 01/2023
Human Investing Llc Lake Oswego OR 01/2025 Present
Unemployed Canby OR 04/2023 09/2023
Canby High School Canby OR 01/2015 01/2017
  • 08/2019 → 04/2023
    George Fox University
    Newberg, OR
  • 09/2023 → 01/2025
    Aldrich Cpas + Advisors
    Lake Oswego, OR
  • 01/2017 → 01/2023
    Lucky 7 Beverage Company
    Canby, OR
  • 01/2025 → Present
    Human Investing Llc
    Lake Oswego, OR
  • 04/2023 → 09/2023
    Unemployed
    Canby, OR
  • 01/2015 → 01/2017
    Canby High School
    Canby, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-18
  • S65 Uniform Investment Adviser Law Examination
    2025-01-18

View on SEC IAPD

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NORTHMARQ FUND MANAGEMENT, LLC
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
RBC CAPITAL MARKETS, LLC
CWM, LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PACIFIC RIDGE CAPITAL PARTNERS, LLC

Other Investors

Grace Buchanan
ANDREW GEORGE ROUNSAVELLE CARTER
LISA M CASELLI
Nicholas Jacob Hubert
Catherine A Groff
MARCUS CHRISTIAN PARKER
JEFFREY DAVID KANTOR
JUSTIN PATRICK LINDSEY

Other Offices

PANORAMIC CAPITAL PARTNERS LLC · LAKE OSWEGO, OR
NORTHMARQ FUND MANAGEMENT, LLC · LAKE OSWEGO, OR
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · LAKE OSWEGO, OR
RBC CAPITAL MARKETS, LLC · Lake Oswego, OR
CWM, LLC · Lake Oswego, OR
LPL FINANCIAL LLC · LAKE OSWEGO, OR
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Lake Oswego, OR
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · LAKE OSWEGO, OR

More in Lake Oswego, OR

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