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521 Sw 11Th Avenue Suite 200, Portland, OR 97205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-01-06 |
| CA | RA | APPROVED | 2025-01-01 |
| OR | RA | APPROVED | 2025-01-01 |
| IL | RA | APPROVED | 2019-02-21 |
| MO | RA | APPROVED | 2019-01-25 |
| AZ | RA | APPROVED | 2018-12-27 |
| MT | RA | APPROVED | 2018-12-27 |
| ID | RA | APPROVED | 2018-12-26 |
| OH | RA | APPROVED | 2018-12-26 |
| WA | RA | APPROVED | 2017-01-03 |
Branch Locations
521 Sw 11Th Avenue Suite 200, Portland, OR 97205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Phillips & Company Securities Inc. | Portland | OR | 09/1994 | 03/2025 |
| Phillips And Company Advisors Llc | Portland | OR | 12/2013 | Present |
PHILLIPS & CO. SECURITIES, INC., COMPLIANCE OFFICER 9/94 - PRESENT Riverlab LLC The business is not investment related. Address: 60956 BACHELOR VIEW ROAD, BEND, OR, 97702 Nature of business: Provides administrative services to family offices. Position: Member Start date: 5/07/2018 Hours committed: 15 per month Hours during trading hours: 4 per month Duties: Support services for consulting projects
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-09 |
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