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5285 Meadows Rd Suite 360, Lake Oswego, OR 97035 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-01-20 |
| OR | RA | APPROVED | 2008-04-04 |
Branch Locations
5285 Meadows Rd Suite 360, Lake Oswego, OR 97035 • 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 |
|---|---|---|---|---|
| Securities America, Inc. | Portland | OR | 03/2008 | 10/2019 |
| Cedar Mountain Advisors, Llc | Portland | OR | 03/2008 | Present |
POSITION: sales NATURE: INSURANCE SALES - AGENT - INVESTMENT RELATED - START DATE: 3/2008 - LOCATED AT 5285 MEADOWS RD SUITE 360 LAKE OWSEGO OR 97035 INVESTMENT RELATED: No NUMBER OF HOURS: minimal SECURITIES TRADING HOURS: minimal START DATE: 03/01/2008 DESCRIPTION: LTC and life insurance sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-03 |
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