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West Point, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-06-10 |
Branch Locations
West Point, NY • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed | Lake Oswego | OR | 08/2015 | 07/2017 |
| Waddell & Reed | Lake Oswego | OR | 08/2016 | 07/2017 |
| Zero Day Capital Enterprises Llc | Brooklyn | NY | 04/2026 | Present |
| Sandlin Financial Planning | Portland | OR | 09/2017 | Present |
| Redacture Llc | Portland | OR | 08/2019 | 01/2026 |
| Southern New Hampshire University | Manchester | NH | 08/2023 | 01/2025 |
| Duncan Sandlin, Sole Proprietor | Lake Oswego | OR | 07/2015 | 07/2017 |
(1) Sandlin Financial Planning; Yes; Portland, OR; Financial Planning and business consulting; Owner and Consultant; 09/2017; 20% of total time spent on this activity
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-07 |
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