Inactive

Bryceson Robert Charlton

Progressive Investment Management Corporation

Lake Oswego, OR

Claim This Profile

Current Employers

Progressive Investment Management Corporation

310 N. State Street Suite 214, Lake Oswego, OR 97034 • United States

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2024-11-11

OR RA
APPROVED

Since 2024-11-11

Branch Locations

310 N. State Street Suite 214, Lake Oswego, OR 97034 • 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

Organization	City	State	From	To
Progressive Investment Management	Portland	OR	04/2015	03/2017
Progressive Investment Management	Portland	OR	03/2017	Present

04/2015 → 03/2017

Progressive Investment Management

Portland, OR
03/2017 → Present

Progressive Investment Management

Portland, OR

Designations

View on SEC IAPD

Other Firms

PANORAMIC CAPITAL PARTNERS LLC

NORTHMARQ FUND MANAGEMENT, LLC

STEWARD PARTNERS INVESTMENT ADVISORY, LLC

RBC CAPITAL MARKETS, LLC

LPL FINANCIAL LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

PACIFIC RIDGE CAPITAL PARTNERS, LLC

Other Investors

ANDREW GEORGE ROUNSAVELLE CARTER

Nicholas Jacob Hubert

Catherine A Groff

MARCUS CHRISTIAN PARKER

JEFFREY DAVID KANTOR

JUSTIN PATRICK LINDSEY

Other Offices

PANORAMIC CAPITAL PARTNERS LLC · LAKE OSWEGO, OR

NORTHMARQ FUND MANAGEMENT, LLC · LAKE OSWEGO, OR

STEWARD PARTNERS INVESTMENT ADVISORY, LLC · LAKE OSWEGO, OR

RBC CAPITAL MARKETS, LLC · Lake Oswego, OR

CWM, LLC · Lake Oswego, OR

LPL FINANCIAL LLC · LAKE OSWEGO, OR

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Lake Oswego, OR

STEWARD PARTNERS INVESTMENT ADVISORY, LLC · LAKE OSWEGO, OR

More in Lake Oswego, OR

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor