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500 Sw 116Th Avenue, Portland, OR 97225 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-06 |
| WA | RA | APPROVED | 2023-04-28 |
| OR | RA | APPROVED | 2022-04-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Umpqua Bank | Portland | OR | 07/2009 | 01/2019 |
| Umpqua Investments, Inc. | Portland | OR | 07/2012 | 01/2019 |
| Vision Capital Management | Portland | OR | 01/2019 | 04/2022 |
| Blue Water Wealth | Portland | OR | 04/2022 | Present |
(1) North by northeast; 714 NE Alberta Street, Portland, OR 97211; Community Health Center; Volunteer/Finance Committee; Start date: January 2021; Hours per month: 2; Hours during trading: 0; Duties: Review financial statements and help with business strategy. (2) Oregon insurance license (since 12/13/2004)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-12 |
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