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7972 Se 13Th Ave Suite 102, Portland, OR 97202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
7972 Se 13Th Ave Suite 102, Portland, OR 97202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Ins Co | Horsham | PA | 02/2014 | 11/2016 |
| Hornor Townsend & Kent Inc | Horsham | PA | 02/2014 | 11/2016 |
| Watershed Wealth Planning Llc | Portland | OR | 11/2016 | Present |
ALBANY STREET, LLC, NOT INVESTMENT-RELATED, 1220 NW ALBANY AVENUE, BEND, OR 97701, RENTAL PROPERTY, LANDLORD/OWNER, START DATE: 06/2014, APPROXIMATE NUMBER OF HOURS/MONTH: 10, APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO THIS ACTIVITY DURING SECURITIES TRADING HOURS: 10, DUTIES: MAINTENANCE WORK PM THE PROPERTY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-29 |
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