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Stanley Clayton Lochrie

Etesian Wealth Advisors, Inc.

West Linn, OR

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Current Employers
Etesian Wealth Advisors, Inc.

1969 Willamette Falls Drive, #200, West Linn, OR 97068 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
OR RA APP_PEND_IARCE 2026-01-01
WA RA APPROVED 2009-12-16
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01
  • OR RA
    APP_PEND_IARCE
    Since 2026-01-01
  • WA RA
    APPROVED
    Since 2009-12-16

Branch Locations

1914 Willamette Falls Drive, #300, West Linn, OR 97068 • 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 Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Etesian Wealth Advisors Llc Lake Oswego OR 12/2009 Present
  • 12/2009 → Present
    Etesian Wealth Advisors Llc
    Lake Oswego, OR
Previous Registrations
  • 1999-04-09 → 2010-01-05
    Bellevue, WA
    Portland, OR
  • 2005-10-31 → 2005-12-06
    Osaic Services, Inc.
    Portland, OR
  • 1998-06-26 → 2005-10-31
    Sentra Securities Corporation
    Portland, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-06-05
S63 Uniform Securities Agent State Law Examination 1992-10-08
  • S65 Uniform Investment Adviser Law Examination
    1998-06-05
  • S63 Uniform Securities Agent State Law Examination
    1992-10-08
Other Names
  • Stanley Clayton Lochrie

View on SEC IAPD

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