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5500 Meadows Road Suite 200, Lake Oswego, OR 97035-3623 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2021-12-21 |
Branch Locations
5500 Meadows Road Suite 200, Lake Oswego, OR 97035-3623 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jensen Investment Management | Portland | OR | 06/2018 | Present |
| Deschutes Investment Consulting | Portland | OR | 09/2015 | 10/2017 |
| Homemaker | Portland | OR | 10/2017 | 06/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-18 |
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