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Shawn Patrick Willard

Orca Investment Management, LLC

Lake Oswego, OR

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Current Employers
Orca Investment Management, Llc

6 Centerpointe Drive Suite 300, Lake Oswego, OR 97035 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-12-03
OR RA APPROVED 2007-07-02
  • TX RA
    APPROVED_RES
    Since 2021-12-03
  • OR RA
    APPROVED
    Since 2007-07-02

Branch Locations

6 Centerpointe Drive Suite 300, 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
Orca Investment Management, Llc Lake Oswego OR 12/2009 12/2023
Eastside Distilling, Inc Portland OR 08/2019 11/2019
Orca Investment Management, Llc Lake Oswego OR 01/2024 Present
Orca Investment Management, Llc Lake Oswego OR 01/2024 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-04-23
S63 Uniform Securities Agent State Law Examination 1994-04-04
  • S65 Uniform Investment Adviser Law Examination
    2007-04-23
  • S63 Uniform Securities Agent State Law Examination
    1994-04-04

View on SEC IAPD

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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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