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7160 Sw Fir Loop Suite 201, Portland, OR 97223 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-10-03 |
| OR | RA | APPROVED | 2022-09-30 |
Branch Locations
7160 Sw Fir Loop Suite 201, Portland, OR 97223 • United States
7160 Sw Fir Loop Suite 201, Portland, OR 97223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Portland | OR | 01/2016 | 05/2018 |
| Fsc Securities Corp | Atlanta | GA | 05/2018 | 08/2020 |
| Price Financial Group Wealth Management | Portland | OR | 08/2020 | 12/2021 |
| Cwm, Llc | Omaha | NE | 02/2021 | 09/2022 |
| Price Financial Group | Portland | OR | 02/2021 | Present |
| Price Financial Group Wealth Management, Inc | Beaverton | OR | 09/2022 | Present |
1. Since 2009 - Licensed insurance producer for Life and Health. Investment Related - At Reported Business Location - ~ 10 Hours Per Month During Securities Trading Hours. 2. 09/2020- Price Financial Group. Principal. Entity that owns Price Financial Group Wealth Management, Inc. Approximately 10 hours per week during securities trading hours. 3. 01/2023- Price Financial Group Accounting & Tax, LLC, doing business as, R Hug CPAs & Associates. Managing Member. CPA firm offering tax services. Separate from advisory services. Approximately 20 hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-25 |
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