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1 Centerpointe Drive Suite 115, Lake Oswego, OR 97035 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-04-26 |
| WA | RA | APPROVED | 2024-04-26 |
Branch Locations
Port Orchard, WA • United States
1 Centerpointe Drive Suite 115, Lake Oswego, OR 97035 • United States
14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-04-23 |
| WA | RA | APPROVED | 2024-04-23 |
Branch Locations
1 Centerpointe Drive, Ste. 115, Lake Oswego, OR 97035 • United States
Port Orchard, WA • United States
14600 Branch St., Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Icma-Rc Services, Llc | Washington | DC | 09/1992 | 04/2024 |
| Cwm, Llc | Omaha | NE | 04/2024 | Present |
| Carson Wealth | Lake Oswego | OR | 04/2024 | Present |
| Northwest Capital Management | Lake Oswego | OR | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-27 |
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