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3903 S Kelly Ave, Portland, OR 97239 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
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 |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-21 |
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