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Diana Jean Kaspic

Progressive Investment Management Corporation

Carnation, WA

Lake Oswego, OR

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Current Employers
Progressive Investment Management Corporation

310 N. State Street Suite 214, Lake Oswego, OR 97034 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2024-11-11
  • OR RA
    APPROVED
    Since 2024-11-11

Branch Locations

Carnation, WA • United States

310 N. State Street Suite 214, Lake Oswego, OR 97034 • 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
Progressive Investment Management Lake Oswego OR 11/2016 Present
  • 11/2016 → Present
    Progressive Investment Management
    Lake Oswego, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-12-19
S63 Uniform Securities Agent State Law Examination 1994-05-23
  • S65 Uniform Investment Adviser Law Examination
    2018-12-19
  • S63 Uniform Securities Agent State Law Examination
    1994-05-23

View on SEC IAPD

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