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4500 Kruse Way, Suite 105, Lake Oswego, OR 97035 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-08-20 |
Branch Locations
4500 Kruse Way, Suite 105, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wbh Financial Services, Llc | Lake Oswego | OR | 11/2015 | Present |
**WBH FINANCIAL SVCS - INVESTMENT RELATED - SAME ADDRESS - TAX CONSULTING - OWNER - 1987 - 40 HRS/MO - ALL DURING TRADING HRS - TAX PREPARATION AND CONSULTING VARIOUS INSURANCE COMPANIES- NON-INVESTMENT RELATED - SAME ADDRESS - INSURANCE - AGENT/CONTRACTOR - 1975 - 3 HRS/MO - NONE DURING TRADING - DISABILITY, LTC, SPDA AND OTHER INSURANCE PRODUCT SALES AND SERVICE **FINANCIAL PLANNING ASSOCIATION - NOT INVESTMENT RELATED - 7535 E. HAMPDEN AVE STE 600 DENVER CO 80231 - PROFESSIONAL MEMBERSHIP ORGANIZATION NOT FOR PROFIT - COMMITTEE MEMBER, CHAPTER LEADERSHIP COMMITTEE - 2011 - 3 HR/MO, 0 HR/MO DURING TRADING HRS **WOMEN TRANSITIONS CO - INVESTMENT RELATED - OWNER - EDUCATION AND SUPPORT SEMINARS FOR DIVORCED OR WIDOWED WOMEN- NO COMPENSATION - 5 HR/MO, 0 HR/MO DURING TRADING - 2014
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-12-22 |
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