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Portland, OR • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2021-02-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pilot Wealth Management | Portland | OR | 05/2010 | Present |
Mr. Lesh also serves as manager and member of Pilot Investment Partners (PIP), whose sole purpose is to manage the day-to-day operations of the Pilot Micro Equity Fund, LLC (PMEF), a pooled investment fund. PIP and PMEF are Delaware Limited Liability Companies registered at 2233 NE 45th Ave, Portland, OR 97213. Mr. Lesh spends no more than two ours per week during trading hours on both companies.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-01-06 |
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