Carlos Donat Arjona

Current Employers

Next Play Wealth

Portland, OR • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-03-23
OR	RA	APPROVED	2026-03-16
TX	RA	APPROVED_RES	2026-01-07

CA RA
APPROVED

Since 2026-03-23
OR RA
APPROVED

Since 2026-03-16
TX RA
APPROVED_RES

Since 2026-01-07

Branch Locations

Portland, OR • 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
Roi Financial Advisors	Beaverton	OR	01/2021	09/2025
Full Time Student	Portland	OR	08/2015	05/2021
Next Play Wealth	Portland	OR	08/2025	Present
Roi Financial Advisors	Beaverton	OR	02/2023	09/2025
Roi-Tax, Llc	Lake Oswego	OR	12/2022	10/2025
Cadoar Enterprises, Llc	Lake Oswego	OR	12/2022	Present

01/2021 → 09/2025

Roi Financial Advisors

Beaverton, OR
08/2015 → 05/2021

Full Time Student

Portland, OR
08/2025 → Present

Next Play Wealth

Portland, OR
02/2023 → 09/2025

Roi Financial Advisors

Beaverton, OR
12/2022 → 10/2025

Roi-Tax, Llc

Lake Oswego, OR
12/2022 → Present

Cadoar Enterprises, Llc

Lake Oswego, OR

Previous Registrations

2023-02-15 → 2025-10-24

Roi Financial

Beaverton, OR

Other Businesses

CADOAR Enterprises, LLC - not investment related - Lake Oswego, OR - sole function is to own minority interest in ROI-Tax, LLC and ROI Tax Holding Inc. - Owner - 12/2022 - 0 - 0.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-02-06

S65 Uniform Investment Adviser Law Examination

2023-02-06

View on SEC IAPD