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8215 Tualatin Sherwood Road, Suite 200, Tualatin, OR 97062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-11-14 |
| TX | RA | APPROVED | 2025-10-14 |
| VA | RA | APPROVED | 2014-02-11 |
Branch Locations
8215 Tualatin Sherwood Road, Suite 200, Tualatin, OR 97062 • United States
Marshall, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grange Capital, Llc | Portland | OR | 05/2008 | 09/2017 |
| Sound Investment Management Inc. | Portland | OR | 01/2014 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-09 |
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