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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-06-29 |
Branch Locations
9900 Sw Greenburg Rd #275, Tigard, OR 97223 • United States
West Linn, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Martin Haugh Financial | Clackamas | OR | 03/2015 | Present |
| Voya Financial Advisors | Clackamas | OR | 06/2018 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
NAME OF ENTITY:MARTIN HAUGH FINANCIAL; Yes; 8625 SW CASCADE AVE STE 104; BEAVERTON; OR; 97008; FINANCIAL SERVICES/DBA; CLIENT SERVICES MANAGER; 3/1/2015; 160; 140; NEW CLIENT ONBOARDING-ACCOUNT OPENING,ACCOUNT TRANSFERS AND ACCOUNT MAINTENANCE FOR EXISTING CLIENTS.|NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 8625 SW CASCADE AVE STE 104; BEAVERTON; OR; 97008; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 5/1/2018; 160; 160; SALE OF FIXED INSURANCE PRODUCTS|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-24 |
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