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9200 Se Sunnybrook Boulevard Suite 170, Clackamas, OR 97015 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-03-12 |
Branch Locations
9200 Se Sunnybrook Boulevard Suite 170, Clackamas, OR 97015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ims Capital Management | Portland | OR | 09/2010 | Present |
| Self-Employed | Lake Oswego | OR | 10/2021 | Present |
| Pacific Seafood | Clackamas | OR | 08/2017 | 10/2021 |
| Pinnacle Wealth Advisors, Llc | Clackamas | OR | 03/2026 | Present |
| Ims Capital Management | Portland | OR | 09/2010 | 10/2025 |
HAMPTON AFFILIATES (NON INVESTMENT-RELATED) 9600SW BARNES RD, STE 200, PORTLAND, OR 97225 LUMBER PRODUCER BOARD OF DIRECTORS JAN 2006-PRESENT 6 HOURS DEVOTED, 4 DURING TRADING HOURS PER MONTH DIRECTOR; SELF EMPLOYED (NON INVESTMENT-RELATED) LAKE OSWEGO, OR CONSULTANT OCT 2021-PRESENT 40-50 HOURS DEVOTED. 30-40 DURING TRADING HOURS PER MONTH; NEXTJOB, INC. (NON INVESTMENT-RELATED) LAKE OSWEGO, OR JOB PLACEMENT COMPANY BOARD MEMBER 2010-PRESENT 3-4 HOURS DEVOTED, 2-3 HOURS DURING TRADING HOURS PER QUARTER; CMD (NON INVESTMENT-RELATED) PORTLAND, OR ADVERTISING AND MARKETING COMPANY MINORITY OWNER, BOARD MEMBER 2022-PRESENT 10-12 HOURS DEVOTED, 6-8 HOURS DURING TRADING HOURS PER QUARTER; LIGHTSPEED TECHNOLOGIES (NON-INVESTMENT RELATED) TUALATIN, OR EDUCATIONAL AUDIO ENHANCEMENT TECHNOLOGY COMPANY BOARD ADVISOR JANUARY 2025 - PRESENT 3-4 HOURS PER QUARTER DEVOTED; 2-3 DURING TRADING HOURS PER QUARTER; STRAND THEATER (NON-INVESTMENT RELATED) GRINNELL, IOWA MOVIE THEATER BOARD MEMBER JANUARY 2025 - PRESENT 1-2 HOURS PER QUARTER DEVOTED; 0-1 DURING TRADING HOURS PER QUARTER; IMAGE FIRST OF IOWA (NON-INVESTMENT RELATED) GRINNELL, IOWA SIGN MANUFACTURER BOARD ADVISOR NOVEMBER 2025 TO PRESENT LESS THAN 2 DAYS PER YEAR DEVOTED, 0 DURING TRADING HOURS; CONFLUENCE KLAMATH FALLS LLC (NON-INVESTMENT RELATED) KLAMATH FALLS, OREGON PRIVATE REAL ESTATE INVESTMENT COMPANY 2022 TO PRESENT MINORITY OWNER 5-10 HOURS PER WEEK DEVOTED; 0 DURING TRADING HOURS ASSIST MAJORITY OWNERS ON UNPAID BASIS; HOFFS HOMESTEAD (NON-INVESTMENT RELATED) MCMINNVILLE, OREGON LODGING/EVENT SPACE COMPANY 2025 TO PRESENT SPOUSE IS MINORITY OWNER NO TIME DEVOTED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-01-18 |
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