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11850 Sw 67Th Avenue Suite 100, Portland, OR 97223 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-01-18 |
| OR | RA | APPROVED | 2006-09-27 |
Branch Locations
11850 Sw 67Th Avenue Suite 100, Portland, OR 97223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management, Inc. | Portland | OR | 02/2006 | 05/2019 |
| The Partners Group | Portland | OR | 04/1994 | Present |
| Tpg Financial Advisors Llc | Portland | OR | 09/2006 | Present |
1) Licensed to sell insurance under parent company The Partners Group, Ltd. 2) Buck's Executive Meet & Assist Services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 1991-01-23 |
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