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Stancorp Investment Advisers, Inc. CRD 110228
$34.5B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1100 Sw Sixth Avenue, Portland, OR 97204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-02-20 |
Branch Locations
1100 Sw Sixth Avenue, Portland, OR 97204 • United States
Clearwater, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Investors Securities Corporation | St. Petersburg | FL | 05/2016 | 04/2018 |
| Carillon Tower Advisers | St Petersburg | FL | 04/2018 | 12/2022 |
| Carillon Fund Distributors | St. Petersburg | FL | 04/2018 | 12/2022 |
| The Standard | Portland | OR | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-01 |
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