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Current Employers
Cuthbert Financial Guidance

650 Ne Holladay St. Ste 1600, Portland, OR 97232 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2023-07-12
  • GA RA
    APPROVED
    Since 2023-07-12

Branch Locations

Portland, OR • United States

650 Ne Holladay St. Ste 1600, Portland, OR 97232 • 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
Cuthbert Financial Guidance, Inc Decatur GA 01/2021 Present
None - Self Employed The Dalles OR 01/2019 Present
Acc Cost Consultants, Llc Tigard OR 03/2018 09/2019
Unemployed Portland OR 09/2017 03/2018
Arciform, Llc Dba Versatile Wood Products Portland OR 07/2016 09/2017
  • 01/2021 → Present
    Cuthbert Financial Guidance, Inc
    Decatur, GA
  • 01/2019 → Present
    None - Self Employed
    The Dalles, OR
  • 03/2018 → 09/2019
    Acc Cost Consultants, Llc
    Tigard, OR
  • 09/2017 → 03/2018
    Unemployed
    Portland, OR
  • 07/2016 → 09/2017
    Arciform, Llc Dba Versatile Wood Products
    Portland, OR
Other Businesses

Name: 3612 Skyline. Address: 3612 Skyline Road, The Dalles OR 97058. Type: short-term rental property. Position: manager. Title: owner. Start: January, 2019. The approximate number of hours/month you devote to the other business: six/month. The number of hours you devote to the other business during securities trading hours: four/month. Schedule rental requests, respond to customer questions, ensure qualify standards are met

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-03
  • S65 Uniform Investment Adviser Law Examination
    2023-03-03

View on SEC IAPD

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