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353 N. Clark Street Suite 2775, Chicago, IL 60654 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-07-18 |
Branch Locations
1675 Sw Marlow Ave. Suite 305, Portland, OR 97225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Progressive Advisors Llc | Portland | OR | 03/2016 | Present |
| The Mather Group, Llc | Portland | OR | 07/2025 | Present |
"HOW TO PAY FOR COLLEGE"; NOT INVESTMENT-RELATED; OR; OWNER; APPROXIMATELY 30 HRS/MO OUTSIDE TRADING HOURS; WEBSITE, BOOK AND MASTERCLASS OFFERING ADVICE ON AFFORDING COLLEGE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-02-25 |
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