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8625 Sw Cascade Ave. Suite 410, Beaverton, OR 97008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2020-02-12 |
Branch Locations
8625 Sw Cascade Ave., Suite 410, Beaverton, OR 97008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| True Private Wealth Advisors, Llc | Portland | OR | 10/2013 | 03/2020 |
| Defined Wealth Management, Llc | Portland | OR | 02/2020 | Present |
SOUTH PORTLAND BUSINESS ASSOCIATION; NON INVESTMENT RELATED; PORTLAND, OR; VOLUNTEER; BUSINESS ASSOCIATION; 1/10; 2.5 HOURS DEVOTED PER MONTH/0 DURING TRADING HOURS; BOARD MEMBER AT MONTHLY MEETINGS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-28 |
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