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500 Sw 116Th Ave. Suite 400, Beaverton, OR 97225 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-10-19 |
| TX | RA | APPROVED_RES | 2021-01-14 |
| OR | RA | APPROVED | 2020-09-14 |
Branch Locations
500 Sw 116Th Ave. Suite 400, Beaverton, OR 97225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors, Inc. | Hillsboro | OR | 05/2016 | 11/2018 |
| Royal Alliance Associates, Inc. | Hillsboro | OR | 11/2018 | 05/2020 |
| Optima Capital Llc | Hillsboro | OR | 05/2019 | Present |
| Zahorik Financial And Insurance Services, Inc. | Hillsboro | OR | 12/2013 | 10/2024 |
1) 10/2024 Independent Licensed insurance Agent; Investment Related; Portland/Oregon; Annuities, Life 2)JB FINANCIAL, DBA for Insurance Business for tax purposes only. POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/15/2019.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-13 |
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