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6 Centerpointe Drive Suite 300, Lake Oswego, OR 97035 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2013-01-07 |
Branch Locations
6 Centerpointe Drive Suite 300, Lake Oswego, OR 97035 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Orca Investment Management, Llc | Wilsonville | OR | 01/2013 | 12/2023 |
| Orca Investment Management, Llc | Lake Oswego | OR | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-11-23 |
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