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Current Employers
Handy & Company Financial Advisors, Inc.

4550 Kruse Way, Ste 330, Lake Oswego, OR 97035-3594 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2021-06-28
OR RA APPROVED 2013-07-02
  • WA RA
    APPROVED
    Since 2021-06-28
  • OR RA
    APPROVED
    Since 2013-07-02

Branch Locations

4550 Kruse Way, Ste 330, Lake Oswego, OR 97035-3594 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Reagan & Reagan Pc Lake Oswego OR 01/2012 Present
Handy & Company Financial Advisors, Inc. Lake Oswego OR 06/2013 Present
Handy & Reagan Llc Lake Oswego OR 01/2012 Present
Other Businesses

HANDY & REAGAN LLC. TAX PARTNER. THIS IS A CPA FIRM, NOT INVESTMENT RELATED. OWNERSHIP UNITS IN THIS FIRM IS HELD THROUGH REAGAN & REAGAN PC. THIS RELATIONSHIP BEGAN 1/2012. THE NUMBER OF HOURS DEVOTED TO THIS BUSINESS ARE APPROXIMATELY 40 HOURS PER WEEK. BUSINESS ADDRESS: 4550 KRUSE WAY, STE 200, LAKE OSWEGO, OR 97035.

Designations

View on SEC IAPD

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