Inactive

Bernard Tan

Modernist Financial, LLC

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Current Employers

Modernist Financial, Llc

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

Current Registrations

Authority	Category	Status	Date
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

Organization	City	State	From	To
Modernist Financial, Llc	Portland	OR	11/2021	Present
Acura Of Portland	Portland	OR	10/2017	11/2021
Foodscout, Inc.	Toronto		01/2011	07/2017

11/2021 → Present

Modernist Financial, Llc

Portland, OR
10/2017 → 11/2021

Acura Of Portland

Portland, OR
01/2011 → 07/2017

Foodscout, Inc.

Toronto

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-04-01

S65 Uniform Investment Adviser Law Examination

2024-04-01

View on SEC IAPD

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