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Justin Wayne Rae

Bruno Mountain Advisory, LLC

Bend, OR

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Current Employers
Bruno Mountain Advisory, Llc

105 Nw Riverfront Street, Bend, OR 97703 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2024-09-30
  • OR RA
    APPROVED
    Since 2024-09-30

Branch Locations

105 Nw Riverfront Street, Bend, OR 97703 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Mutual Securities, Inc. Camarillo CA 10/2015 11/2019
Northline Wealth Management, Llc Bend OR 10/2015 Present
  • 10/2015 → 11/2019
    Mutual Securities, Inc.
    Camarillo, CA
  • 10/2015 → Present
    Northline Wealth Management, Llc
    Bend, OR
Previous Registrations
  • 2015-10-16 → 2023-07-28
    Northline Wealth Management Llc
    Bend, OR
  • 2009-06-01 → 2015-10-20
    Bend, OR
    Bend, OR
  • 2008-10-07 → 2009-06-01
    Morgan Stanley & Co. Llc
    Bend, OR
Other Businesses

1. RAE Family Foundation, Non-profit, Start Date: 2009, 252 7th Avenue New York, NY 10001, Family Foundation/Secretary, Not investment related, 5 hours per month, 0 hours per day during trading hours. Family Foundation. 2. Bend Paddle Trail Alliance, Non-profit, Start Date: 2005, 707 NW Hill St. Bend, OR 97701,Board of Directors, Not investment related, 5 hours per month, 0 hours per day during trading hours. River Recreation. 3. Bend Outdoor Worx, LLC, Start Date: 08/2015, 64085 Tanglewood Rd. Bend, OR 97701, Mentorship for start up companies/Partner, Not investment related, 20 hours per month, 0 hours per day during trading hours. Mentorship. 4. Enrg Kayaking, LLC, Start Date: 01/2013, 2504 SE Tibbetts Street, Portland, OR 97702, River raft/Kayak Tour Operator/Partner, Not investment related, 10 hours per month, 0 hours per day during trading hours. Kayaking River Recration Instructor. 5. Crump Life Insurance Service, Inc., Corporation, Start Date: 02/12/2016, 4135 North Front Street, Harrisburg, PA 17110, General Insurance Agency/Agent, Life Insurance, Not Investment Related, .5 hours per month, 0 hours per day during trading hours. 6. Rios Lodge, Non Investment Related, Costa Rica, Vacating Lodging, Partner, 2/2023, 10 Hours per month, 0 Hours during trading hours. Promote lodge and run day to day activities. 7. CHAII, Non investment related, conservation work, partner 06/2023, 3 hours per month, 0 hours during trading hours, promote and support land conservation

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-09-06
  • S66 Uniform Combined State Law Examination
    2005-09-06
Designations
Other Names
  • Justin Rae
  • Justin Salido

View on SEC IAPD

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