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5 Centerpointe Drive Suite 400, Lake Oswego, OR 97035 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-02-23 |
| CA | RA | APPROVED | 2018-07-31 |
| OR | RA | APPROVED | 2018-03-29 |
Branch Locations
5 Centerpointe Drive Suite 400, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisors Llc | Denver | CO | 01/2013 | 03/2018 |
| Indevor Consulting | Portland | OR | 01/2003 | Present |
| Premier Mortgage | Portland | OR | 06/2017 | 12/2022 |
| Lifelong Wealth Management Group, Llc | Lake Oswego | OR | 03/2018 | Present |
1. LIFELONG WEALTH MANAGEMENT, DBA FOR FIXED INSURANCE AND SECURITIES BUSINESS. 2. INDEVOR CONSULTING; START 01/01/03; WEB HOSTING AND DEVELOPMENT, COMMERCIAL REAL ESTATE LOAN CONSULTING; OWNER; 5HR/WK; $15000/YR; 3. NORTHWEST SPINE FOUNDATION, NOT INVESTMENT RELATED, 19260 SW 65TH AVENUE, SUITE 270, TUALATIN, OR 97062, EDUCATION IN THE FIELD OF SPINAL/NEURO SURGERY, START FEBRUARY 2014, ONE HOUR PER WEEK - NOT DURING TRADING HOURS, PRESIDENT, CONSULTING ON BUSINESS MATTERS SUCH AS BEST PRACTICES IN SURGICAL AND PRIVATE PRACTICE, AND FACILITATING EVENTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-08 |
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