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11850 Sw 67Th Avenue Suite 100, Portland, OR 97223 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-03-07 |
Branch Locations
11850 Sw 67Th Avenue Suite 100, Portland, OR 97223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tpg Financial Advisors, Llc | Portland | OR | 02/2023 | Present |
| Rvk, Inc. | Portland | OR | 06/2015 | 02/2023 |
1. Business Name: Western Pension & Benefits Council, No compensation, no overlap of business hours, Board Member 2. Business Name: Association of General Contractors-Professional & Industry Associates Council, no compensation, no overlap of business hours, Activities involve: Promote AGC membership participation, outreach, awareness, inclusion, and to build relationships with all members of the Oregon/Columbia Chapter.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-06 |
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