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Etesian Wealth Advisors, Inc. CRD 152127
$503M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1969 Willamette Falls Drive, #200, West Linn, OR 97068 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-10-29 |
| TX | RA | APPROVED_RES | 2024-10-23 |
| WA | RA | APPROVED | 2024-07-17 |
Branch Locations
1969 Willamette Falls Drive, #200, West Linn, OR 97068 • United States
Bothell, WA • 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 |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 02/2008 | 06/2024 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 02/2008 | 06/2024 |
| Etesian Wealth Advisors, Inc. | West Linn | OR | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-13 |
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