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Heather Honey Davis

Orca Investment Management, LLC

Portland, OR

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Current Employers
Orca Investment Management, Llc

6 Centerpointe Drive Suite 300, Lake Oswego, OR 97035 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-08-27
  • OR RA
    APPROVED
    Since 2026-08-27

Branch Locations

10220 Sw Greenburg Rd, Ste 380, Portland, OR 97223 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Umpqua Investments, Inc Portland OR 05/2013 12/2019
Paulson Investment Company, Llc Portland OR 01/2020 Present
Orca Investment Management, Llc Lake Oswego OR 07/2026 Present
  • 05/2013 → 12/2019
    Umpqua Investments, Inc
    Portland, OR
  • 01/2020 → Present
    Paulson Investment Company, Llc
    Portland, OR
  • 07/2026 → Present
    Orca Investment Management, Llc
    Lake Oswego, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-28
S63 Uniform Securities Agent State Law Examination 2000-04-13
  • S66 Uniform Combined State Law Examination
    2025-01-28
  • S63 Uniform Securities Agent State Law Examination
    2000-04-13
Other Names
  • Heather Honey Anderson
  • Heather Honey Anderson
  • Heather Honey Tisserat

View on SEC IAPD

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LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC

Other Investors

ALEX JOHN SHEPPARD
DANIEL JOSEPH HECK
Lucas F Ellis
JACQUELYN MARIE PASCIAK
STEVEN MICHAEL FAIN
BRANDON LEE ERICKSON
DAVID KENT PEDERSON
Derek Jon Cram

Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PORTLAND, OR
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Portland, OR
SUCCESS WEALTH MANAGEMENT LLC · Portland, OR
INMAN FINANCIAL SERVICES, INC. · PORTLAND, OR
PINNACLE WEALTH ADVISORS · Portland, OR
OSAIC WEALTH, INC. · TIGARD, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR

More in Portland, OR

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