Best Investors Account Sign in
Inactive

Akili Luvu Kelekele

Allen Capital Management, LLC

Lake Oswego, OR

Vancouver, WA

Claim This Profile
Current Employers
Allen Capital Management, Llc

701 Columbia St, Ste 104, Vancouver, WA 98660 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-01-01
WA RA APPROVED 2026-01-01
  • OR RA
    APPROVED
    Since 2026-01-01
  • WA RA
    APPROVED
    Since 2026-01-01

Branch Locations

5000 Meadows Rd, Ste 300, Lake Oswego, OR 97035 • United States

701 Columbia St, Ste 104, Vancouver, WA 98660 • 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
Chipotle Portland OR 06/2017 08/2017
Word Is Bond Portland OR 06/2018 08/2018
Oak Creek Senior Care Portland OR 04/2020 08/2020
Allen Trust Company Portland OR 06/2021 08/2021
Justice Bridge Llc Boston MA 08/2022 12/2022
Lincoln High School Portland OR 08/2015 06/2019
Tufts University Somerville MA 08/2019 05/2023
D.A. Davidson New York NY 06/2023 04/2024
Allen Trust Company Portland OR 07/2022 09/2022
Allen Capital Management Vancouver WA 03/2025 Present
Shoot360 Portland OR 01/2025 Present
Lugg Moving New York NY 06/2024 09/2024
Lugg Moving Portland OR 09/2024 12/2024
  • 06/2017 → 08/2017
    Chipotle
    Portland, OR
  • 06/2018 → 08/2018
    Word Is Bond
    Portland, OR
  • 04/2020 → 08/2020
    Oak Creek Senior Care
    Portland, OR
  • 06/2021 → 08/2021
    Allen Trust Company
    Portland, OR
  • 08/2022 → 12/2022
    Justice Bridge Llc
    Boston, MA
  • 08/2015 → 06/2019
    Lincoln High School
    Portland, OR
  • 08/2019 → 05/2023
    Tufts University
    Somerville, MA
  • 06/2023 → 04/2024
    D.A. Davidson
    New York, NY
  • 07/2022 → 09/2022
    Allen Trust Company
    Portland, OR
  • 03/2025 → Present
    Allen Capital Management
    Vancouver, WA
  • 01/2025 → Present
    Shoot360
    Portland, OR
  • 06/2024 → 09/2024
    Lugg Moving
    New York, NY
  • 09/2024 → 12/2024
    Lugg Moving
    Portland, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-30
S63 Uniform Securities Agent State Law Examination 2025-05-12
  • S65 Uniform Investment Adviser Law Examination
    2025-12-30
  • S63 Uniform Securities Agent State Law Examination
    2025-05-12

View on SEC IAPD

More in Lake Oswego, OR

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor