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5 Centerpointe Drive Suite 400, Lake Oswego, OR 97035 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2021-10-01 |
Branch Locations
5 Centerpoint Drive Suite 400, Lake Oswego, OR 97035 • 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 |
|---|---|---|---|---|
| Kms Financial Services, Inc. | Seattle | WA | 03/1997 | 11/2020 |
| Securities America, Inc. | Lake Oswego | OR | 11/2020 | 02/2021 |
| Securities America Advisors, Inc. | Lake Oswego | OR | 11/2020 | 02/2021 |
| Arbor Point Advisors | Lake Oswego | OR | 11/2020 | 02/2021 |
| Retirement Consulting Group, Inc | Lake Oswego | OR | 02/2021 | Present |
Seaside Cottages LLC, non-investment related, 60473 Robinette Road, St. Helens, Oregon 97035, an LLC to hold investment real estate that John owns, President, President, April 7, 2023, it became an inactive shell, in June, September and October of 2024 the LLC was first funded with transfers or real estate, a bank account was established, and a TIN was applied for, about one to two hours, about one to two hours, Oversee the real estate management company, work with the bookkeeper, attorney and other related professionals, make capital improvement decisions, stay informed regarding local and state authority requirements for rental real estate.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 1985-06-03 |
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