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10151 Se Sunnyside Road #400, Clackamas, OR 97015 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-23 |
| OR | RA | APPROVED | 2025-06-23 |
| NH | RA | APPROVED | 2018-01-17 |
| TX | RA | APPROVED | 2018-01-16 |
| WA | RA | APPROVED | 2018-01-16 |
Branch Locations
10151 Se Sunnyside Road #400, Clackamas, OR 97015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel Nicolaus & Co Inc | Portland | OR | 03/2009 | 01/2018 |
| True North Retirement Advisors, Llc | Clackamas | OR | 01/2018 | Present |
1. SETON CATHOLIC HIGH SCHOOL, VANCOUVER WA; 811 NE 112TH AVE. #200 VANCOUVER WA 98684; HIGH SCHOOL; HELP RAISE MONEY TO FUND CONSTRUCTION OF SCHOOL; AFFILIATION STARTED 11/26/2012; 1 HOUR PER MONTH DURING SECURITIES TRADING HOURS; 1 HOUR PER MONTH OUTSIDE OF SECURITIES TRADING HOURS; NOT INVESTMENT RELATED; MEMBER OF ORIGINAL CAMPAIGN COMMITTEE; 2. VOLUNTEER TEACHER OF INVESTMENT COURSE AT SETON CATHOLIC HIGH SCHOOL.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 1983-06-02 |
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