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Brian Anthony Montanez

Multnomah Group, Inc.

Orinda, CA

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Current Employers
Multnomah Group, Inc.

1155 Sw Morrison Street Suite 501, Portland, OR 97205 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2007-08-29
  • CA RA
    APPROVED
    Since 2007-08-29

Branch Locations

Orinda, CA • 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
Multnomah Group, Inc. Oakland CA 07/2007 Present
Previous Registrations
  • 2005-08-18 → 2006-09-01
    Metlife Investment Fund Services Llc
    Somerset, NJ
  • 2002-07-10 → 2005-08-15
    Invesmart Advisors Inc
    Campbell, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-01-29
S63 Uniform Securities Agent State Law Examination 1999-02-26
  • S66 Uniform Combined State Law Examination
    2002-01-29
  • S63 Uniform Securities Agent State Law Examination
    1999-02-26

View on SEC IAPD

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