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Teriann Kruse

Tandem Views Investment Services, LLC

Lake Oswego, OR

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Current Employers
Tandem Views Investment Services, Llc

5 Centerpointe Drive Suite 400, Lake Oswego, OR 97035-8661 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2016-01-04
  • OR RA
    APPROVED
    Since 2016-01-04

Branch Locations

5 Centerpointe Drive Suite 400, Lake Oswego, OR 97035-8661 • 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
Previous Registrations
  • 2013-08-14 → 2015-10-09
    Financial Advocates Investment Management
    Olympia, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-10-05
S63 Uniform Securities Agent State Law Examination 2010-07-09
  • S65 Uniform Investment Adviser Law Examination
    2011-10-05
  • S63 Uniform Securities Agent State Law Examination
    2010-07-09
Designations
Other Names
  • Teriann Stevenson
  • Teriann Kruse
  • Teriann None Kruse

View on SEC IAPD

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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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