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6 Centerpointe Drive Suite 300, Lake Oswego, OR 97035 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-08 |
Branch Locations
150 2Nd Ave N #1550, St. Petersburg, FL 33701 • United States
6 Centerpointe Drive Suite 300, Lake Oswego, OR 97035 • 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 |
|---|---|---|---|---|
| Paulson Investment Company, Llc | Tampa | FL | 07/2016 | Present |
| Paulson Investment Advisors, Llc | Portland | OR | 10/2019 | 12/2024 |
| Orca Investment Management, Llc | Lake Oswego | OR | 04/2025 | Present |
1) John is licensed to sell insurance. The business is investment related and he does it out of his Paulson Investment Company Branch Office. Performs less than one hour per month, possibly during market hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 1987-05-21 |
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