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Para Wealth Advisors, Inc. CRD 322683
$221M regulatory AUM 6 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2005 Se 192Nd Ave Suite 200, Camas, WA 98607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-12-18 |
| TX | RA | APPROVED | 2022-10-02 |
| WA | RA | APPROVED | 2022-10-02 |
Branch Locations
2005 Se 192Nd Ave Suite 200, Camas, WA 98607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Security First Advisors | Portland | OR | 05/2017 | 09/2022 |
| Para Wealth Advisors | Camas | WA | 10/2022 | Present |
| U.S. Trust, Bank Of America, N.A. | Portland | OR | 12/2010 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-05-12 |
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