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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-06-29 |
| TX | RA | APPROVED_RES | 2023-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Weststar Financial Group | Portland | OR | 07/2013 | Present |
| Voya Financial Advisors, Inc. | Tigard | OR | 02/2016 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 8625 SW CASCADE AVE STE 104; BEAVERTON; OR; 97008; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 2/3/2016; 160; 160; SALE OF FIXED INSURANCE PRODUCTS|NAME OF ENTITY:MARTIN HAUGH FINANCIAL; Yes; 8625 SW CASCADE AVE STE 104; BEAVERTON; OR; 97008; FINANCIAL SERVICES/DBA; FINANCIAL PROFESSIONAL; 3/1/2018; 40; 40; SALE OF INSURANCE AND SECURITIES PRODUCTS|NAME OF ENTITY:WESTSTAR FINANCIAL GROUP; Yes; 8625 SW CASCADE AVE STE 104; BEAVERTON; OR; 97008; FINANCIAL SERVICES/DBA; FINANCIAL PROFESSIONAL; 12/2/2015; 160; 160; SALE AND SERVICE OF INSURANCE AND SECURITIES, INVESTMENT PRODUCTS|NAME OF ENTITY:Life Settlements; No; 8625 SW Cascade Ave #104; Beaverton; OR; 97008; Life Settlements; INDEPENDENT INSURANCE AGENT; 9/17/2018; 10; 10; Life Settlements Products|NAME OF ENTITY:BW Financial LLC; No; 8625 SW Cascade Ave #104; Beaverton; OR; 97008; TAX PURPOSE ONLY; Owner; 1/20/2019; 40; 40; FOR TAX PURPOSE ONLY|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 2010-05-15 |
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