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5285 Meadows Rd Suite 360, Lake Oswego, OR 97035 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-01-08 |
| TX | RA | APPROVED_RES | 2016-06-29 |
Branch Locations
5285 Meadows Rd Suite 360, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc | West Linn | OR | 06/2010 | 10/2019 |
| Cedar Mountain Advisors, Llc | Portland | OR | 06/2010 | Present |
Smithpeter Equine Enterprises, LLC, Not investment related, operates out of primary residence, equine related business (primarily training horses with occasional buy/sell and or breeding - non race horse), Owner since March 2025, approximately 48 hours a month, none during securities trading hours, duties include all aspects of operating the equine business including, but not limited to, training, buying, selling, breeding, etc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2004-04-05 |
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