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805 Southwest Broadway Suite 2100, Portland, OR 97205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-04-05 |
| WA | RA | APPROVED | 2023-04-05 |
Branch Locations
805 Southwest Broadway Suite 2100, Portland, OR 97205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Welch Group, Llc | Birmingham | AL | 05/2016 | 08/2019 |
| The Welch Group | Birmingham | AL | 08/2019 | 12/2020 |
| Keen Wealth Advisors | Overland Park | KS | 01/2021 | 03/2023 |
| Ferguson Wellman Capital Management, Inc. | Portland | OR | 03/2023 | Present |
Jerry W Norris Family Trust - Trustee of family trust. May 2021 to Present. Investment Related. 323 4th Avenue N, Bessemer, AL 35020. Duties include managing investments real estate for the family trust. Spend approximately 50 hours per year on this activity. Compensated for trustee role.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-22 |
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