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1001 Se Water Ave. Suite 300, Portland, OR 97214 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-07-31 |
| NC | RA | APPROVED | 2026-06-23 |
| CA | RA | APPROVED | 2024-12-09 |
| FL | RA | APPROVED | 2024-12-09 |
| MD | RA | APPROVED | 2024-12-09 |
| OR | RA | APPROVED | 2024-12-09 |
| TX | RA | APPROVED | 2024-07-30 |
| CT | RA | APPROVED | 2023-10-19 |
| LA | RA | APPROVED | 2023-02-20 |
| PA | RA | APPROVED | 2017-11-06 |
Branch Locations
1001 Se Water Ave. Suite 300, Portland, OR 97214 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Compass Ion Advisors | W. Conshohocken | PA | 08/2012 | 09/2017 |
| Apm Wealth | Portland | OR | 10/2017 | Present |
| Villanova University School Of Business | Villanova | PA | 12/2017 | 01/2019 |
| Compass Ion Advisors | Conshohocken | PA | 10/2017 | 12/2017 |
| Student Loan Planner | Philadelphia | PA | 11/2018 | 12/2020 |
| Practice Accelerator, Llc | Hayden | ID | 04/2021 | 12/2021 |
1. Anesthesia and Pain Management Success Podcast 2. not investment related 3. 2715 NE 38th Ave, Portland, OR 97212 4. Nature: educational podcast 5. Position: Founder and Host 6. Start Date: 11/30/2018 7. 5 hours per month 8. 0 hours during trading hours 9. Duties: Conduct interviews to be released in podcast format
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-11-08 |
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