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1980 Willamette Falls Drive Suite 260, West Linn, OR 97068 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-01-23 |
| WA | RA | APPROVED | 2026-01-23 |
Branch Locations
1980 Willamette Falls Drive Suite 260, West Linn, OR 97068 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| N/A | Wetumpka | AL | 09/2012 | 08/2017 |
| Apologetics Press Inc. | Montgomery | AL | 05/2019 | 07/2019 |
| Eastbrook Flea Market | Montgomery | AL | 08/2017 | 12/2019 |
| Southern Capital Advisors | Jackson | TN | 05/2021 | 07/2021 |
| Freed-Hardeman University | Henderson | TN | 08/2019 | 08/2021 |
| N/A | Henderson | TN | 08/2021 | 05/2022 |
| Southern Capital Advisors, Llc | Jackson | TN | 07/2022 | 05/2025 |
| Lookahead Wealth Llc | West Linn | OR | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-06 |
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