Andrew Douglas Eggert

Current Employers

Employment History

• 05/2015 → 06/2021
  Bancwest Investment Services
  Portland, OR
• 05/2015 → 06/2021
  Bank Of The West
  Portland, OR
• 07/2021 → 10/2022
  Jp Morgan Chase Bank, N.A.
  Portland, OR
• 07/2021 → 10/2022
  J.P. Morgan Securities Llc
  Portland, OR
• 10/2022 → 10/2024
  Cuso Financial Services, Lp
  San Diego, CA
• 10/2024 → Present
  Wells Fargo Clearing Services, Llc
  Portland, OR

Previous Registrations

• 2022-10-17 → 2024-10-07
  Cuso Financial Services, L.P.
  Portland, OR
• 2021-07-09 → 2022-10-12
  J.P. Morgan Securities Llc
  Portland, OR
  Portland, OR
• 2015-05-28 → 2021-07-23
  Bancwest Investment Services, Inc.
  Portland, OR
  Cornelius, OR
  Portland, OR
  The Dalles, OR
  Portland, OR
  Lake Oswego, OR
  Beaverton, OR
  Saint Helens, OR
  Portland, OR
  Forest Grove, OR
  Beaverton, OR
  Beaverton, OR
  Tigard, OR
  Tualatin, OR
  Saint Helens, OR
  Meridian, ID
  Boise, ID
  Boise, ID
  Ketchum, ID
  Nampa, ID
  Beaverton, OR
  Portland, OR
  Portland, OR
• 2010-12-23 → 2015-05-28
  Wells Fargo Clearing Services, Llc
  Portland, OR
  Vancouver, WA
  San Leandro, CA
  Tualatin, OR

Other Businesses

1. NAME OF THE OTHER BUSINESS:Cafecito Verde INVESTMENT- RELATED: Yes ADDRESS OF THE OTHER BUSINESS:Hillsboro, OR 97124 YOUR POSITION OR TITLE:Owner/Landlord NATURE OF THE OTHER BUSINESS:Private Business START DATE:10/1/2021 APPROXIMATE NUMBER OF HOURS/MONTH:2 APPROXIMATE NUMBER OF HOURS DURING TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:Property management COMPENSATION :Yes 2. NAME OF THE OTHER BUSINESS:Oregon Children's Theatre Company INVESTMENT- RELATED:No ADDRESS OF THE OTHER BUSINESS:Portland, OR 97232 YOUR POSITION OR TITLE:Charitable Board Vice President NATURE OF THE OTHER BUSINESS:Volunteer START DATE:1/1/2014 APPROXIMATE NUMBER OF HOURS/MONTH:2 APPROXIMATE NUMBER OF HOURS DURING TRADING HOURS:2 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:Board meetings, strategic planning COMPENSATION :No 3. NAME OF THE OTHER BUSINESS:Cafecito Azul INVESTMENT- RELATED:No ADDRESS OF THE OTHER BUSINESS:Hillsboro, OR 97124 YOUR POSITION OR TITLE:Owner/Landlord NATURE OF THE OTHER BUSINESS:Private Business START DATE:7/1/2022 APPROXIMATE NUMBER OF HOURS/MONTH:2 APPROXIMATE NUMBER OF HOURS DURING TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:Property management COMPENSATION :Yes RENTAL PROPERTY, INV RELATED, HILLSBORO, OR, 100% OWNERSHIP, START 1/1/19, 1 HR PER MONTH, 0 HRS DURING TRADING; RENTAL PROPERTY, INV RELATED, SEASIDE, OR, 17% OWNERSHIP, START 5/1/23, 2 HR PER MONTH, 0 HRS DURING TRADING;

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-12-21
• S63 Uniform Securities Agent State Law Examination
  2010-12-07