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11850 Sw 67Th Avenue Suite 100, Portland, OR 97223 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-02-06 |
Branch Locations
11850 Sw 67Th Avenue Suite 100, Portland, OR 97223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Building Champions | Lake Oswego | OR | 03/2014 | 03/2019 |
| Morgan Stanley Smith Barney Llc | Portland | OR | 06/2019 | 07/2019 |
| Allium Financial Advisors | Portland | OR | 08/2019 | 03/2022 |
| Conway Partners Management, Llc | Lake Oswego | OR | 04/2022 | Present |
RIVER WEST CHURCH; NOT INVESTMENT RELATED; LAKE OSWEGO, OR; CHURCH; BOARD MEMBER; OCTOBER 2019; 1 HOUR PER MONTH DEVOTED, ZERO DURING TRADING HOURS; BOARD MEMBER FOR CHURCH ADMINISTRATION.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-26 |
| S65 | Uniform Investment Adviser Law Examination | 2007-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 1984-03-20 |
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