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Kelly Mcdermott

Serene Point Advisors LLC

Lake Oswego, OR

Portland, OR

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Current Employers
Serene Point Advisors Llc

Lake Oswego, OR • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-07-02
  • OR RA
    APPROVED
    Since 2026-07-02

Branch Locations

Lake Oswego, OR • United States

Portland, OR • 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
OrganizationCityStateFromTo
Self Employed Portland OR 12/2014 02/2025
Serene Point Advisors Portland OR 03/2025 Present
  • 12/2014 → 02/2025
    Self Employed
    Portland, OR
  • 03/2025 → Present
    Serene Point Advisors
    Portland, OR
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1988-12-08
  • S63 Uniform Securities Agent State Law Examination
    1988-12-08
Designations

View on SEC IAPD

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