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1100 Sw Sixth Avenue, Portland, OR 97204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-06-21 |
Branch Locations
1100 Sw Sixth Avenue, Portland, OR 97204 • United States
Panama City Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Financial Services, Inc. | Austin | TX | 04/2016 | 03/2021 |
| Stancorp Equities, Inc. | Portland | OR | 03/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2011-02-14 |
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