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David Anderson

Human Investing

Lake Oswego, OR

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Current Employers
Human Investing

6000 Meadows Rd Suite 105, Lake Oswego, OR 97035 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-12-11
  • OR RA
    APPROVED
    Since 2025-12-11

Branch Locations

6000 Meadows Rd Suite 105, Lake Oswego, OR 97035 • 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
Vonborstel & Associates Portland OR 10/2016 10/2017
Lpl Financial, Llc Portland OR 10/2017 10/2019
Financial Advocates Investment Management Portland OR 03/2018 10/2019
Human Investing Lake Oswego OR 12/2025 Present
M Financial Group Portland OR 10/2019 07/2022
M Financial Group Portland OR 07/2022 11/2025
  • 10/2016 → 10/2017
    Vonborstel & Associates
    Portland, OR
  • 10/2017 → 10/2019
    Lpl Financial, Llc
    Portland, OR
  • 03/2018 → 10/2019
    Financial Advocates Investment Management
    Portland, OR
  • 12/2025 → Present
    Human Investing
    Lake Oswego, OR
  • 10/2019 → 07/2022
    M Financial Group
    Portland, OR
  • 07/2022 → 11/2025
    M Financial Group
    Portland, OR
Previous Registrations
  • 2019-12-02 → 2025-12-05
    M Holdings Securities, Inc.
    Portland, OR
  • 2018-03-21 → 2019-10-07
    Financial Advocates Investment Management
    Portland, OR
    Olympia, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-05
  • S66 Uniform Combined State Law Examination
    2018-03-05
Designations
Other Names
  • David Anderson
  • David Michael Anderson

View on SEC IAPD

Other Firms

PANORAMIC CAPITAL PARTNERS LLC
NORTHMARQ FUND MANAGEMENT, LLC
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
RBC CAPITAL MARKETS, LLC
CWM, LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PACIFIC RIDGE CAPITAL PARTNERS, LLC

Other Investors

Grace Buchanan
ANDREW GEORGE ROUNSAVELLE CARTER
LISA M CASELLI
Nicholas Jacob Hubert
Catherine A Groff
MARCUS CHRISTIAN PARKER
JEFFREY DAVID KANTOR
JUSTIN PATRICK LINDSEY

Other Offices

PANORAMIC CAPITAL PARTNERS LLC · LAKE OSWEGO, OR
NORTHMARQ FUND MANAGEMENT, LLC · LAKE OSWEGO, OR
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · LAKE OSWEGO, OR
RBC CAPITAL MARKETS, LLC · Lake Oswego, OR
CWM, LLC · Lake Oswego, OR
LPL FINANCIAL LLC · LAKE OSWEGO, OR
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Lake Oswego, OR
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · LAKE OSWEGO, OR

More in Lake Oswego, OR

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