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Cameron Stacey Roberts

Progressive Investment Management Corporation

Lake Oswego, OR

CRD 5781974

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Employer firm

Progressive Investment Management Corporation CRD 107777

$758M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

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

Nearby Firms

PANORAMIC CAPITAL PARTNERS LLC
NORTHMARQ FUND MANAGEMENT, LLC
STEWARD PARTNERS INVESTMENT ADVISORY, LLC

Nearby Investors

Grace Buchanan
ANDREW GEORGE ROUNSAVELLE CARTER
LISA M CASELLI

Nearby Offices

PANORAMIC CAPITAL PARTNERS LLC · LAKE OSWEGO, OR
NORTHMARQ FUND MANAGEMENT, LLC · LAKE OSWEGO, OR
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · LAKE OSWEGO, OR

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