Inactive

Tracy Kathleen Sherman

Sherman, Young & Leavitt, LLC

Oregon City, OR

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Current Employers

Sherman, Young & Leavitt, Llc

12708 Tidewater, Oregon City, OR 97045 • United States

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2026-02-16

OR RA
APPROVED

Since 2026-02-16

Branch Locations

12708 Tidewater, Oregon City, OR 97045 • 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

Organization	City	State	From	To
Gates Foundation	Seattle	WA	09/2014	02/2025
Michael Sherman Llc	Oregon City	OR	02/2025	Present

09/2014 → 02/2025

Gates Foundation

Seattle, WA
02/2025 → Present

Michael Sherman Llc

Oregon City, OR

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-02-14

S65 Uniform Investment Adviser Law Examination

2026-02-14

View on SEC IAPD

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