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Inactive

Toby S Wolfe

Wealth Advisors Nw

Portland, OR

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Current Employers
Wealth Advisors Nw

9400 Sw Barnes Rd. Suite 309, Portland, OR 97225 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-04-14
OR RA APPROVED 2022-05-26
WA RA APPROVED 2022-05-26
  • TX RA
    APPROVED
    Since 2023-04-14
  • OR RA
    APPROVED
    Since 2022-05-26
  • WA RA
    APPROVED
    Since 2022-05-26

Branch Locations

9400 Sw Barnes Rd. Suite 309, Portland, OR 97225 • 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
OrganizationCityStateFromTo
Self Employed Canby OR 09/2009 Present
The Garden Corner Tualatin OR 06/2007 Present
Wealth Advisors Northwest Llc Beaverton OR 01/2021 02/2022
Wealth Advisors Northwest Llc Portland OR 01/2021 Present
  • 09/2009 → Present
    Self Employed
    Canby, OR
  • 06/2007 → Present
    The Garden Corner
    Tualatin, OR
  • 01/2021 → 02/2022
    Wealth Advisors Northwest Llc
    Beaverton, OR
  • 01/2021 → Present
    Wealth Advisors Northwest Llc
    Portland, OR
Other Businesses

Hockey Referee, Garden Center Online Store Manager. No commissions.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-26
  • S65 Uniform Investment Adviser Law Examination
    2022-05-26

View on SEC IAPD

Other Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SUCCESS WEALTH MANAGEMENT LLC
INMAN FINANCIAL SERVICES, INC.
PINNACLE WEALTH ADVISORS
OSAIC WEALTH, INC.
MERCER GLOBAL ADVISORS INC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC

Other Investors

ALEX JOHN SHEPPARD
DANIEL JOSEPH HECK
Lucas F Ellis
JACQUELYN MARIE PASCIAK
STEVEN MICHAEL FAIN
BRANDON LEE ERICKSON
DAVID KENT PEDERSON
Derek Jon Cram

Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PORTLAND, OR
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Portland, OR
SUCCESS WEALTH MANAGEMENT LLC · Portland, OR
INMAN FINANCIAL SERVICES, INC. · PORTLAND, OR
PINNACLE WEALTH ADVISORS · Portland, OR
OSAIC WEALTH, INC. · TIGARD, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR

More in Portland, OR

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