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7307 Southwest Beveland Road Suite 200, Tigard, OR 97223 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-10-20 |
Branch Locations
7307 Southwest Beveland Road Suite 200, Tigard, OR 97223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| West Hills Christian School | Portland | OR | 09/2015 | 09/2020 |
| Westside Christian High School | Portland | OR | 09/2020 | 06/2024 |
| George Fox University | Newberg | OR | 08/2024 | Present |
| Athey Creek Church | West Linn | OR | 12/2021 | 06/2024 |
| Athey Creek Church | West Linn | OR | 06/2024 | Present |
| Rooted Financial Group, Llc | Tigard | OR | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-06 |
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