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Cameron Stacey Roberts

Progressive Investment Management Corporation

Lake Oswego, OR

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Current Employers
Progressive Investment Management Corporation

310 N. State Street Suite 214, Lake Oswego, OR 97034 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2024-10-16
  • OR RA
    APPROVED
    Since 2024-10-16

Branch Locations

310 N. State Street Suite 214, Lake Oswego, OR 97034 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Progressive Investment Management Portland OR 02/2020 Present
Tru Independence Portland OR 06/2016 01/2020
  • 02/2020 → Present
    Progressive Investment Management
    Portland, OR
  • 06/2016 → 01/2020
    Tru Independence
    Portland, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-24
  • S65 Uniform Investment Adviser Law Examination
    2024-09-24
Other Names
  • Cameron Stacey Platt

View on SEC IAPD

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MARCUS CHRISTIAN PARKER
JEFFREY DAVID KANTOR
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Other Offices

PANORAMIC CAPITAL PARTNERS LLC · LAKE OSWEGO, OR
NORTHMARQ FUND MANAGEMENT, LLC · LAKE OSWEGO, OR
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · LAKE OSWEGO, OR
RBC CAPITAL MARKETS, LLC · Lake Oswego, OR
CWM, LLC · Lake Oswego, OR
LPL FINANCIAL LLC · LAKE OSWEGO, OR
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Lake Oswego, OR
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · LAKE OSWEGO, OR

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