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Nicholas Orr

Aerodigm Wealth LLC

Lake Oswego, OR

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Current Employers
Aerodigm Wealth Llc

5885 Meadows Road Suite 200, Lake Oswego, OR 97035 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-06-28
  • OR RA
    APPROVED
    Since 2026-06-28

Branch Locations

5885 Meadows Road Suite 200, Lake Oswego, OR 97035 • 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
Umpqua Bank Portland OR 08/2021 05/2023
Us Bank Portland OR 07/2023 03/2024
Htlf Bank Denver CO 04/2024 01/2025
Umb Bank Denver CO 02/2025 02/2026
Unemployed Bend OR 02/2026 05/2026
Aerodigm Wealth Llc Lake Oswego OR 05/2026 Present
Bank Of The West Portland OR 10/2015 09/2017
Bnp Paribas Securities Corporation New York NY 09/2017 09/2020
Bridgepoint Investment Banking Lincoln NE 09/2020 07/2021
M&A Securities Group, Inc. Kansas City MO 01/2021 08/2021
  • 08/2021 → 05/2023
    Umpqua Bank
    Portland, OR
  • 07/2023 → 03/2024
    Us Bank
    Portland, OR
  • 04/2024 → 01/2025
    Htlf Bank
    Denver, CO
  • 02/2025 → 02/2026
    Umb Bank
    Denver, CO
  • 02/2026 → 05/2026
    Unemployed
    Bend, OR
  • 05/2026 → Present
    Aerodigm Wealth Llc
    Lake Oswego, OR
  • 10/2015 → 09/2017
    Bank Of The West
    Portland, OR
  • 09/2017 → 09/2020
    Bnp Paribas Securities Corporation
    New York, NY
  • 09/2020 → 07/2021
    Bridgepoint Investment Banking
    Lincoln, NE
  • 01/2021 → 08/2021
    M&A Securities Group, Inc.
    Kansas City, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-24
S63 Uniform Securities Agent State Law Examination 2005-10-03
  • S65 Uniform Investment Adviser Law Examination
    2026-06-24
  • S63 Uniform Securities Agent State Law Examination
    2005-10-03
Other Names
  • Nicholas Robert Orr

View on SEC IAPD

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