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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Standard Ins Co | Portland | OR | 08/1984 | Present |
| Kms Financial Services, Inc | Seattle | WA | 07/2009 | 11/2020 |
| Securities America, Inc. | Portland | OR | 11/2020 | 06/2024 |
| Securities America Advisors, Inc. | Portland | OR | 11/2020 | 06/2024 |
| Osaic Wealth, Inc. | Portland | OR | 06/2024 | Present |
| Osaic Wealth, Inc. | Portland | OR | 06/2024 | Present |
1. RAYMOND GREGOIRE POSITION: Owner NATURE: Sole Proprietor - Insurance Sales & Service INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 12/31/1984 ADDRESS: 7140 SW Fir Loop #230, Portland OR 97223, United States DESCRIPTION: Insurance sales and service, primarily life and disability. 2. RAYMOND GREGOIRE POSITION: Advisor NATURE: Advisory business through Osaic Wealth INVESTMENT RELATED: Yes NUMBER OF HOURS: 70 SECURITIES TRADING HOURS: 70 START DATE: 12/31/2003 ADDRESS: 7140 SW Fir Loop #230, Portland OR 97223, United States DESCRIPTION: Working with clients on an advisory fee basis, sales and service.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-06-12 |
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