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9200 Se Sunnybrook Boulevard Suite 170, Clackamas, OR 97015 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APP_PEND_IARCE | 2026-01-01 |
| WA | RA | APPROVED | 2024-02-09 |
Branch Locations
12703 Sw 67Th Avenue, Portland, OR 97223 • United States
9200 Se Sunnybrook Boulevard Suite 170, Clackamas, OR 97015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Martel Wealth Advisors | Vancouver | WA | 05/2010 | 09/2017 |
| Security First Advisors, Inc. | Portland | OR | 09/2017 | 03/2025 |
| Pinnacle Wealth Advisors, Inc. | Clackamas | OR | 02/2024 | Present |
| Louis Solly, Sole Proprietor | Washougal | WA | 06/2025 | Present |
| Kms Financial Services, Inc | Seattle | WA | 06/2010 | 09/2017 |
Name of other business: Louis Solly, Sole Proprietor Not investment-related Address - Washougal, Washington Nature - non investment-related financial planning support and instructional services Position: Independent Contract Instructor and Financial Planning Specialist Relationship: Independent Contractor Start Date: June 2025 Number of hours/month: 10-20 Number of hours during securities trading hours: 0 Duties: non investment-related financial planning support and instructional services
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-02-27 |
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