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805 Southwest Broadway Suite 2100, Portland, OR 97205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2013-07-16 |
Branch Locations
805 Southwest Broadway Suite 2100, Portland, OR 97205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ferguson Wellman Capital Management, Inc. | Portland | OR | 07/2013 | Present |
BUSINESS OR ACTIVITY NAME: CHARLOTTE ENTERPRISES 1.FOR PROFIT OR NOT FOR PROFIT: FOR PROFIT 2.INVESTMENT RELATED: (YES OR NO) YES, BUT REAL ESTATE ONLY. NO SECURITIES INVOLVED. 3.COMPENSATION RECEIVED? NO 4.ADDRESS OF BUSINESS: LOS ANGELES, CA 90049 5.NATURE OF BUSINESS: MOSTLY REAL ESTATE INVESTMENTS. PART OF A FAMILY BUSINESS 6.YOUR POSITION, TITLE, ASSOCIATION: LIMITED PARTNER 7.START DATE OF RELATIONSHIP: ESTIMATED 1/1/2006 8.NUMBER OF HOURS DEVOTED PER MONTH: O 9.NUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: O 10.YOUR DUTIES: NO DUTIES OR RESPONSIBILITIES. THIS IS A FAMILY PARTNERSHIP AND I HAVE NO RESPONSIBILITIES AS A LIMITED PARTNER. THE INCOME COMES FROM REAL ESTATE HOLDINGS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-31 |
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