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Current Employers
Stancorp Investment Advisers, Inc.

1100 Sw Sixth Avenue, Portland, OR 97204 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-11-21
  • TX RA
    APPROVED
    Since 2022-11-21

Branch Locations

Arlington, TX • United States

1100 Sw Sixth Avenue, Portland, OR 97204 • 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
Fidelity Investments Institutional Services Company, Inc. Irving TX 04/1999 01/2021
Stancorp Equities Portland OR 01/2021 Present
  • 04/1999 → 01/2021
    Fidelity Investments Institutional Services Company, Inc.
    Irving, TX
  • 01/2021 → Present
    Stancorp Equities
    Portland, OR
Other Businesses

1) Standard Retirement Services; not investment-related; 1100 SW Sixth Ave., Portland, OR 97204; retirement plan recordkeeper; relationship manager; 2) Mansfield Independent School District; not investment-related; game day worker for high school athletics; start Aug 2026; 4-6 hrs/mo; not during securities trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-21
S63 Uniform Securities Agent State Law Examination 1994-08-04
  • S65 Uniform Investment Adviser Law Examination
    2022-11-21
  • S63 Uniform Securities Agent State Law Examination
    1994-08-04
Other Names
  • Ray Barrett

View on SEC IAPD

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