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4600 S Kelly Avenue, Portland, OR 97239 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-01-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tyfl Referee Association | Lake Oswego | OR | 09/2017 | 11/2018 |
| Lakeridge High School | Lake Oswego | OR | 08/2016 | 06/2020 |
| Yakima Valley College | Yakima | WA | 08/2020 | 03/2022 |
| University Of Oregon | Eugene | OR | 03/2022 | 06/2024 |
| Venus Concept | Lake Oswego | OR | 06/2022 | 09/2022 |
| Somerset Wealth Strategies | Portland | OR | 06/2022 | Present |
| Somerset Wealth Management, Llc | Portland | OR | 01/2025 | Present |
| Somerset Securities | Portland | OR | 10/2022 | Present |
1. SOMERSET WEALTH MANAGEMENT - INVESTMENT RELATED, LOCATED AT 4600 S KELLY AVENUE, PORTLAND, OR 97239. THIS IS AN INVESTMENT ADVICE FEE BASED RIA. POSITION: INVESTMENT ADVISOR/ FEE BASED WEALTH MANAGER. START DATE 02/01/2025. NUMBER OF HOURS - 40 HOURS PER MONTH DURING TRADING HOURS 2. SOMERSET WEALTH STRATEGIES - NOT INVESTMENT RELATED, LOCATED AT 4600 S KELLY AVENUE, PORTLAND, OR 97239. THIS IS A FIXED ANNUITY SALES AGENCY. POSITION: FINANCIAL PROFESSIONAL. COMPENSATION: COMMISSIONS. DUTIES: FACILITATE SALES OF FIXED ANNUITIES, MAKES REFERRALS TO AE MEDICARE SOLUTIONS. CONTRIBUTOR TO ANNUITYFYI.COM - MARKETING ARM OF SOMERSET WEALTH STRATEGIES WHICH PROVIDES FREE ANNUITY INFORMATION ONLINE. START DATE 10/01/2022. NUMBER OF HOURS - 50 PER MONTH, APPROXIMATELY HALF OUTSIDE OF TRADING HOURS 3. LIONCREST FINANCIAL, LLC -NON- INVESTMENT RELATED, LOCATED AT 4600 S KELLY AVENUE, PORTLAND, OR 97239. ROLE, MANAGING MEMBER. THIS IS A SOLE MEMBER LLC ESTABLISHED TO MAINTAIN CONTRACTUAL RELATIONS WITH SOMERSET WEALTH STRATEGIES. START DATE 01/04/2024. 1 HOUR PER MONTH TO THIS ACTIVITY, OUTSIDE OF TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-04-25 |
| S65 | Uniform Investment Adviser Law Examination | 2023-04-19 |
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