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12703 Sw 67Th Avenue, Portland, OR 97223 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-07-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Inman Financial Services | Portland | OR | 05/2008 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2012 | Present |
| Inman Financial Services, Inc. | Portland | OR | 06/2023 | Present |
| Inman Financial Services, Inc | Portland | OR | 05/2008 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-27 |
| S66 | Uniform Combined State Law Examination | 2009-05-25 |
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