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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
Portland, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial | Beaverton | OR | 09/2014 | 02/2019 |
| Foresters Advisory Services Llc | Beaverton | OR | 03/2018 | 02/2019 |
| Door Dash | Portland | OR | 12/2018 | 02/2019 |
| Voya Financial Advisors, Inc. | Tigard | OR | 02/2019 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| Tvd Wealth Strategies Incorporated | Tigard | OR | 11/2025 | Present |
1. NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 8625 SW CASCADE AVE STE 104; BEAVERTON; OR; 97008; FIXED INSURANCE; INDEPENDENT INSURANCE AGENT; 2/26/2019; 160; 160; SALE OF FIXED INSURANCE PRODUCTS. 2. NAME OF ENTITY:MARTIN HAUGH FINANCIAL; Yes; 8625 SW CASCADE AVE STE 104; BEAVERTON; OR; 97008; FINANCIAL SERVICES/DBA; INVESTMENT PROFESSIONAL; 3/1/2019; 160; 100; SALE AND SERVICE INSURANCE, SECURITIES AND INVESTMENT PRODUCTS 3. NAME OF OTHER BUSINESS: TVD WEALTH STRATEGIES INCORPORATED; INVESTMENT RELATED: NO; ADDRESS: 9900 SW GREENBURG RD, #275, TIGARD, OR 97223; NATURE OF BUSINESS: EXPENSE MANAGEMENT; START DATE: 11/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 10; BRIEF DESCRIPTION OF DUTIES: USING THIS ENTITY FOR TAX PURPOSES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-29 |
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