Best Investors Account Sign in
Inactive

Thomas Widney Greider

Zuna, LLC

Portland, OR

Claim This Profile
Current Employers
Zuna, Llc

3903 S Kelly Ave, Portland, OR 97239 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2021-11-22
  • OR RA
    APPROVED
    Since 2021-11-22

Branch Locations

3903 S Kelly Ave, Portland, OR 97239 • 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
Roehl & Yi Investment Advisors, Llc Eugene OR 10/2005 02/2021
Zuna, Llc Portland OR 11/2021 Present
Unemployed Eugene OR 02/2021 11/2021
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-11-21
  • S66 Uniform Combined State Law Examination
    2005-11-21

View on SEC IAPD

Other Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SUCCESS WEALTH MANAGEMENT LLC
INMAN FINANCIAL SERVICES, INC.
PINNACLE WEALTH ADVISORS
OSAIC WEALTH, INC.
MERCER GLOBAL ADVISORS INC.
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

More in Portland, OR

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor