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Julie Addicott Connor

Taurus Capital Advisors, LLC

Lake Oswego, OR

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Current Employers
Taurus Capital Advisors, Llc

16325 Boones Ferry Road Suite 203, Lake Oswego, OR 97035 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-01-01
WA RA APPROVED 2017-08-23
  • OR RA
    APPROVED
    Since 2025-01-01
  • WA RA
    APPROVED
    Since 2017-08-23

Branch Locations

16325 Boones Ferry Road Suite 203, 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
Taurus Capital Management, Llc Lake Oswego OR 01/2017 10/2018
Self-Employed Beaverton OR 06/2016 12/2016
Taurus Capital Management, Llc Lake Oswego OR 10/2018 Present
  • 01/2017 → 10/2018
    Taurus Capital Management, Llc
    Lake Oswego, OR
  • 06/2016 → 12/2016
    Self-Employed
    Beaverton, OR
  • 10/2018 → Present
    Taurus Capital Management, Llc
    Lake Oswego, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-08-23
  • S65 Uniform Investment Adviser Law Examination
    2017-08-23
Other Names
  • Julie Ann Addicott

View on SEC IAPD

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JEFFREY DAVID KANTOR
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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

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