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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-05 |
| OH | RA | APPROVED | 2024-11-08 |
| OR | RA | APPROVED | 2024-11-08 |
Branch Locations
525 3Rd Street Suite 241, Lake Oswego, OR 97034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kms Financial Services, Inc | Seattle | WA | 11/2011 | 11/2020 |
| Securities America, Inc. | Lake Oswego | OR | 11/2020 | 06/2024 |
| Arbor Point Advisors | Lake Oswego | OR | 11/2020 | 11/2024 |
| Osaic Wealth, Inc. | Lake Oswego | OR | 06/2024 | Present |
| Osaic Advisory Services, Llc | Atlanta | GA | 11/2024 | Present |
1. ONMARK ASSET MANAGEMENT POSITION: Manager NATURE: DBA as OnMark Asset Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 02/13/2013 ADDRESS: 525 3rd St, Lake Oswego OR 97034 DESCRIPTION: DBA 2. HEARTS OF FIRE INTERNATIONAL MINISTRIES POSITION: Advisory Committee Director NATURE: It is a religious organization. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2021 ADDRESS: Hearts of Fire, 3519 NE 15th Ave Suite 113, Portland OR 97212 DESCRIPTION: To offer informal advice to the ministry from time to time. 3. ASPEN RIDGE HOMEOWNERS ASSOCIATION POSITION: Volunteer board member NATURE: Being a volunteer board member of a Homeowners Association. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/27/2024 ADDRESS: PO Box 230156, Tigard OR 97281 DESCRIPTION: Anticipate a once-a-year meeting to keep homeowners informed of activities in a HOA made up of 55 homes. Report on landscaping maintenance of the common area. Discuss any issues that may arise within the association as needed. 4. DAMON S WINTER POSITION: Insurance Agent NATURE: Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 2 START DATE: 06/01/1981 ADDRESS: 525 3rd St Suite 241, Lake Oswego OR 97034, United States DESCRIPTION: Insurance sales as listed above.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-12 |
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