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1130 Sw Morrison St Ste 312, Portland, OR 97205-2217 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-12-17 |
Branch Locations
1130 Sw Morrison St Ste 312, Portland, OR 97205-2217 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Campbell University, Lund-Fetterman School Of Business, Career | Buies Creek | NC | 09/2016 | 09/2017 |
| Campbell University, Lund-Fetterman School Of Business, Trust | Buies Creek | NC | 09/2017 | 09/2020 |
| Ashworth'S Clothing Store | Fuquay-Varina | NC | 09/2015 | 02/2020 |
| Creek Coffee | Lillington | NC | 03/2016 | 02/2020 |
| Ks Bank, Inc. | Smithfield | NC | 05/2017 | 09/2017 |
| Wells Fargo | Long Beach | CA | 06/2018 | 08/2018 |
| First Citizens Bank | Raleigh | NC | 04/2019 | 08/2019 |
| Allen Trust Company/Allen Capital Management | Portland | OR | 08/2020 | 11/2024 |
| Campbell University | Buies Creek | NC | 09/2015 | 06/2020 |
| Silver Oak Advisory Group | Portland | OR | 11/2024 | Present |
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