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6650 Sw Redwood Lane Suite 315, Portland, OR 97224 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-06-30 |
| TX | RA | APPROVED_RES | 2025-04-04 |
| OR | RA | APPROVED | 2025-02-05 |
| NM | RA | APPROVED | 2017-03-20 |
Branch Locations
6650 Sw Redwood Lane Suite 315, Portland, OR 97224 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Government Portfolio Advisors | Portland | OR | 06/2015 | Present |
| Mutual Securities | Portland | OR | 06/2015 | 10/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 1992-04-23 |
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