Chelsea R Cowley

5500 Meadows Road Suite 200, Lake Oswego, OR 97035-3623 • United States

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2024-07-01

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Portland	OR	10/2017	08/2021
Bank Of America	Portland	OR	04/2016	10/2017
Fisher Investments	Camas	WA	08/2021	11/2021
Unemployed	Portland	OR	11/2021	12/2021
Fortis Capital Management Llc	Bellevue	WA	12/2021	11/2022
Parametric Portfolio Associates Llc	Seattle	WA	04/2023	05/2024
Unemployed	Kirkland	WA	11/2022	04/2023
Eaton Vance Distributors, Inc.	Vancouver	WA	04/2023	05/2024
Jensen Investment Mangement, Inc.	Lake Oswego	OR	05/2024	Present

10/2017 → 08/2021

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Portland, OR
04/2016 → 10/2017

Bank Of America

Portland, OR
08/2021 → 11/2021

Fisher Investments

Camas, WA
11/2021 → 12/2021

Unemployed

Portland, OR
12/2021 → 11/2022

Fortis Capital Management Llc

Bellevue, WA
04/2023 → 05/2024

Parametric Portfolio Associates Llc

Seattle, WA
11/2022 → 04/2023

Unemployed

Kirkland, WA
04/2023 → 05/2024

Eaton Vance Distributors, Inc.

Vancouver, WA
05/2024 → Present

Jensen Investment Mangement, Inc.

Lake Oswego, OR

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-10-26