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Robert Frank Zagunis

Keturi Investment Management, LLC

Lake Oswego, OR

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Current Employers
Keturi Investment Management, Llc

17620 Pilkington Rd., Lake Oswego, OR 97035-5361 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2022-07-21
  • OR RA
    APPROVED
    Since 2022-07-21

Branch Locations

17620 Pilkington Rd, Lake Oswego, OR 97035 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jensen Investment Management Lake Oswego OR 01/1993 02/2018
Keturi, Llc Lake Oswego OR 05/2018 Present
Keturi Investment Management, Llc Lake Oswego OR 08/2021 Present
  • 01/1993 → 02/2018
    Jensen Investment Management
    Lake Oswego, OR
  • 05/2018 → Present
    Keturi, Llc
    Lake Oswego, OR
  • 08/2021 → Present
    Keturi Investment Management, Llc
    Lake Oswego, OR
Previous Registrations
Other Businesses

01/2012: OWNER OF RENTAL PROPERTY. NO CONFLICT OF RESPONSIBILITIES AND ZERO TRADING HOURS ARE DEVOTED TO THIS ACTIVITY.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-31
S63 Uniform Securities Agent State Law Examination 2009-10-12
  • S65 Uniform Investment Adviser Law Examination
    2022-05-31
  • S63 Uniform Securities Agent State Law Examination
    2009-10-12

View on SEC IAPD

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JEFFREY DAVID KANTOR
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Other Offices

PANORAMIC CAPITAL PARTNERS LLC · LAKE OSWEGO, OR
NORTHMARQ FUND MANAGEMENT, LLC · LAKE OSWEGO, OR
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · LAKE OSWEGO, OR
RBC CAPITAL MARKETS, LLC · Lake Oswego, OR
CWM, LLC · Lake Oswego, OR
LPL FINANCIAL LLC · LAKE OSWEGO, OR
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Lake Oswego, OR
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · LAKE OSWEGO, OR

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