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Oregon City, OR • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-08-22 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Napa Logic Inc | West Linn | OR | 07/2014 | Present |
Name of the other business: Napa Logic Inc. Whether the business is investment-related: No Address of the other business: 914 6th St, Oregon City, OR 97045 Nature of the other business: IT Consulting firm Your position, title, or relationship with the other business: Principal/Owner Start date of your relationship: 07/01/2014 Approximate number of hours/month you devote to the other business: 5-10 hours per month. The business is currently winding down, with activities primarily focused on bookkeeping and back-office work. There are no current projects. Number of hours you devote to the other business during securities trading hours: Less than one hour per week. This time is occasionally spent answering phone calls or emails. The majority of duties are handled outside of securities trading hours. Briefly describe your duties relating to the other business: My duties involved IT consulting and software development projects for Napa Logic Inc. There are no longer any ongoing projects that require my active participation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-18 |
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