William Defreitas

Current Employers

Employment History

• 04/2016 → 06/2024
  Securities America Inc.
  Tigard, OR
• 04/2016 → 06/2024
  Securities America Advisors
  Tigard, OR
• 06/2024 → Present
  Osaic Wealth, Inc.
  Tigard, OR
• 06/2024 → Present
  Osaic Wealth, Inc.
  Tigard, OR

Previous Registrations

• 2016-05-17 → 2024-06-14
  Securities America Advisors, Inc.
  Tigard, OR
• 2014-05-02 → 2016-04-20
  Msi Financial Services, Inc.
  Portland, OR
  Bellevue, WA
  Lake Oswego, OR
  Bellevue, WA

Other Businesses

N/A POSITION: Executor NATURE: I am the executor of my parents' Will/Estate INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/08/2015 ADDRESS: 13184 SE Spring Mountain Dr, Happy Valley OR 97086 DESCRIPTION: I am listed as the executor if both my parents are either, incapacitated, or deceased. N/A POSITION: Insurance Agent NATURE: Selling Disability Insurance through Guardian. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/22/2011 ADDRESS: 13184 SE Spring Mountain Dr, Happy Valley OR 97086 DESCRIPTION: I would sell disability income policies through Guardian because they had the "Own Occ" rider. I still participate. LAWRY DE FREITAS WEALTH MANAGEMENT, LLC POSITION: Financial Advisor, Co-Founder NATURE: SECURITIES AMERICA ADVISORS (or RIA Firm) - INVESTMENT ADVISORY - IAR - INVESTMENT RELATED - START DATE: 4/2016 - LOCATED AT 12909 SW 68TH PKWY STE 120 TIGARD, OR 97223 INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 04/18/2016 ADDRESS: 12909 SW 68th Parkway, Suite 120, Tigards OR 97223, United States DESCRIPTION: Meet with clients to provide investment advice and recommendations regarding their financial situations.

Exams

• S66 Uniform Combined State Law Examination
  2014-04-16
• S63 Uniform Securities Agent State Law Examination
  2009-04-27

Other Names

• Nick Defreitas
• W. Nick Defreitas