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Katrina Ann Bell

Zuna, LLC

Portland, OR

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Current Employers
Zuna, Llc

3903 S Kelly Ave, Portland, OR 97239 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APP_PEND_IARCE 2026-01-01
  • OR RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

3903 S Kelly Ave, Portland, OR 97239 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Deschutes Investment Consulting, Llc Portland OR 03/2011 09/2019
Zuna, Llc Portland OR 10/2019 Present
Lair Hill Partners Inc. Portland OR 10/2019 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-06-04
S63 Uniform Securities Agent State Law Examination 1993-05-21
  • S65 Uniform Investment Adviser Law Examination
    2019-06-04
  • S63 Uniform Securities Agent State Law Examination
    1993-05-21
Other Names
  • Katrina Ann Burwell
  • Katrina Ann Schnelle

View on SEC IAPD

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