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Alejandra Gonzales Peña

Modernist Financial, LLC

Portland, OR

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Current Employers
Modernist Financial, Llc

707 Sw Washington Street Suite 910, Portland, OR 97205 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2024-04-01
  • OR RA
    APPROVED
    Since 2024-04-01

Branch Locations

707 Sw Washington Street Suite 910, Portland, OR 97205 • 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
Modernist Financial, Llc Portland OR 11/2021 Present
B-Line Urban Delivery Portland OR 06/2020 11/2021
Karuna Foundation Portland OR 12/2010 12/2018
Presidio Graduate School San Anselmo CA 09/2018 05/2021
  • 11/2021 → Present
    Modernist Financial, Llc
    Portland, OR
  • 06/2020 → 11/2021
    B-Line Urban Delivery
    Portland, OR
  • 12/2010 → 12/2018
    Karuna Foundation
    Portland, OR
  • 09/2018 → 05/2021
    Presidio Graduate School
    San Anselmo, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-01
  • S65 Uniform Investment Adviser Law Examination
    2024-04-01
Other Names
  • Alejandra Gonzales Pena

View on SEC IAPD

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Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PORTLAND, OR
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Portland, OR
SUCCESS WEALTH MANAGEMENT LLC · Portland, OR
INMAN FINANCIAL SERVICES, INC. · PORTLAND, OR
PINNACLE WEALTH ADVISORS · Portland, OR
OSAIC WEALTH, INC. · TIGARD, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR

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