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6 Centerpointe Drive Suite 300, Lake Oswego, OR 97035 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-01-03 |
Branch Locations
6 Centerpointe Drive Suite 300, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Umpqua Investments, Inc. | Portland | OR | 12/2008 | 08/2019 |
| Paulson Investment Company, Llc | Lake Oswego | OR | 09/2019 | Present |
| Paulson Investment Advisors, Llc | Lake Oswego | OR | 10/2019 | 12/2024 |
| Orca Investment Management, Llc | Lake Oswego | OR | 01/2025 | Present |
OWN ENGRAVING BUSINESS OPERATED OUT OF HOME BY WIFE AND MYSELF. THE NAME OF THE BUSINESS IS BILL'S BADGES WEST AND IS NOT INVESTMENT RELATED. IT WAS FORMED IN 1989 AND I DEVOTE 3-4 HOURS A MONTH DURING THE WEEKENDS. I AM ALSO A FINRA APPOINTED ARBITRATOR. IT IS INVESTMENT RELATED AND I AM ONLY COMPENSATED IF SELECTED TO BE ON AN ARBITRATION PANEL. COMPENSATION IS DETERMINED BY FINRA CODE OF ARBITRATION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 1988-04-22 |
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