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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-01-02 |
Branch Locations
4800 Sw Meadows Rd. Ste. 356, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Willamette Financial Advisors, Llc | Portland | OR | 01/2022 | 01/2025 |
| Willamette Financial Advisors, Llc | Portland | OR | 10/2022 | 01/2025 |
| Volco Consulting | Hillsboro | OR | 01/2017 | 01/2025 |
| Oregon State University | Corvallis | OR | 03/2022 | 06/2022 |
| Mcgee Wealth Management | Portland | OR | 02/2016 | 11/2016 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2025 | Present |
1. Timeless Wealth Management, LLC, 4800 SW Meadows Road, Suite 356, Lake Oswego OR 97035, 01/2025, Founder, DBA Name, INV REL, 180 HR/MO, 120 HR/MO TRADING 2. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING. 01/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-09 |
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