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1618 Sw 1St Avenue Ste. 425, Portland, OR 97201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2009-04-24 |
| WA | RA | APPROVED | 2009-04-20 |
Branch Locations
1618 Sw First Ave. Suite 425, Portland, OR 97201 • UNITED STATES
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Liberty Capital Investment Corporation | Portland | OR | 03/2009 | Present |
Insurance: This is investment related. Liberty Capital does not participate in life insurance or fixed annuities so, as an additional service to clients, I offer these products outside of Liberty Capital. I spend approximately 2 hours per month on this, it is sometimes during business hours, but these services are incidental to my Liberty Capital Business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-13 |
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