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12703 Sw 67Th Avenue, Portland, OR 97223 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2022-05-23 |
| CA | RA | APPROVED | 2022-01-05 |
| TX | RA | APPROVED_RES | 2021-12-12 |
| WA | RA | APPROVED | 2019-05-01 |
| OR | RA | APPROVED | 2018-09-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Security First Advisors | Portland | OR | 05/1998 | 11/2018 |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2012 | 12/2017 |
| Inman Financial Services, Inc | Portland | OR | 12/1992 | Present |
| Inman Insurance Services, Llc | Portland | OR | 06/2018 | Present |
1) INMAN FINANCIAL SERVICES, INC -FIXED INSURANCE SALES, 01/1993, 12703 SW 67TH AVE, PORTLAND OR 97223, FIXED ANNUITY AND LIFE INSURANCE 8HRPW 3) David Stuart Inman is a licensed insurance agent.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-07-02 |
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