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1969 Willamette Falls Drive, #200, West Linn, OR 97068 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-01-02 |
| WA | RA | APPROVED | 2025-01-02 |
Branch Locations
1969 Willamette Falls Drive, #200, West Linn, OR 97068 • 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 |
|---|---|---|---|---|
| Moss Adams Wealth Advisors Llc | Seattle | WA | 09/1997 | 11/2024 |
| Moss Adams Securities & Insurance Llc | Seattle | WA | 11/2005 | 11/2024 |
| Etesian Wealth Advisors, Inc. | West Linn | OR | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 1983-06-29 |
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