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10300 Sw Greenburg Road Suite 115, Portland, OR 97223 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-15 |
| OR | RA | APPROVED | 2025-09-15 |
| ID | RA | APPROVED | 2025-06-30 |
Branch Locations
Sun Valley, ID • United States
10300 Sw Greenburg Road Suite 115, Portland, OR 97223 • United States
Palm Springs, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rutherford Investment Management | Portland | OR | 06/2014 | Present |
| Self-Employed | Palm Springs | CA | 02/1990 | Present |
College of the Desert Foundation, non-investment related, Palm Desert, CA, the purpose of the foundation is to act as an advocate for the college and to secure financial support, enhancing the educational opportunities for all students, Board Member since April 2023, approximately 10 hours a month (none during trading hours), Board Members are responsible for evaluating, select, and supervise outside money managers to manage the Foundation investment assets.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-15 |
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