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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-07-25 |
| OR | RA | APPROVED | 2017-08-23 |
Branch Locations
227 West Monroe Street, Chicago, IL 60606 • United States
5400 Meadows Rd Ste 300, Lake Oswego, OR 97035 • United States
Hideout, UT • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird & Co. | Portland | OR | 07/2017 | Present |
| Root Whole Body Health | Portland | OR | 04/2017 | 07/2017 |
| Northwest Capital Management, Inc. | Portland | OR | 09/2015 | 04/2017 |
My husband and I own a rental home, 6191 SW 229th Avenue, Beaverton, OR 97007. We purchased the home in 1994. Less than 2 hours a month are devoted to this outside business, zero hours are devoted during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-12-20 |
| S65 | Uniform Investment Adviser Law Examination | 2015-10-01 |
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