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6 Centerpointe Drive Suite 300, Lake Oswego, OR 97035 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-25 |
Branch Locations
1255 Treat Blvd, Ste 300, Walnut Creek, CA 94597 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | San Jose | CA | 10/2016 | 03/2020 |
| Club Sport | Fremont | CA | 04/2011 | 06/2016 |
| Jpmorgan Chase | Burlingame | CA | 07/2016 | 09/2016 |
| Bamboo Investment Management Llc | Pleasant Hill | CA | 04/2021 | 08/2022 |
| N/A | Fremont | CA | 04/2020 | 03/2021 |
| Paulson Investment Company, Llc | San Francisco | CA | 08/2022 | Present |
| Paulson Investment Advisors Llc | Walnut Creek | CA | 06/2024 | 12/2024 |
| Orca Investment Management, Llc | Walnut Creek | CA | 03/2026 | Present |
1) ORCA Investment Management; 6 Centerpointe Drive, Suite 300, Lake Oswego, OR 97035; Independent Contractor; Investment Related; Investment Advisor Representative 3/2026; 5 -7 hours during the month; 5-7 hours during the month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-09-09 |
| S66 | Uniform Combined State Law Examination | 2017-03-16 |
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