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200 Sw Market Street Suite 550, Portland, OR 97201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-01-01 |
Branch Locations
200 Sw Market Street Suite 550, Portland, OR 97201 • 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 |
|---|---|---|---|---|
| Cornell Pochily Investment Advisors | Ithaca | NY | 01/2008 | 10/2016 |
| Buechel Financial Planning, Llc D/B/A Stream Financial Planning | Portland | OR | 12/2018 | 04/2019 |
| Extended Travel / Sabatical | Portland | OR | 10/2016 | 12/2018 |
| Deschutes Investment Consulting, Llc | Portland | OR | 09/2019 | Present |
| Extended Travel | Portland | OR | 04/2019 | 09/2019 |
| Perkins And Co. | Portland | OR | 02/2019 | 04/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-05 |
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