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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2022-01-11 |
Branch Locations
5112 Se Powell Blvd, Portland, OR 97206 • United States
125 Froehlich Farm Blvd., Woodbury, NY 11797 • 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 |
|---|---|---|---|---|
| Principal Mutual Life Ins. Co. | Des Moines | IA | 10/1986 | Present |
| Cetera Advisors | Portland | OR | 02/2012 | 01/2022 |
| Legacy Solutions Wealth Management | Portland | OR | 01/2019 | Present |
| Legacy Solutions Wealth Management | Portland | OR | 01/2019 | Present |
| Cascadia Advisory Services, Llc | Portland | OR | 08/2019 | 01/2022 |
| Vanderbilt Securities, Llc | Portland | OR | 01/2022 | Present |
| Consolidated Portfolio Review Corp | Portland | OR | 01/2022 | Present |
1) PORTLAND OPEN BIBLE COMMUNITY PANTRY; NOT INVESTMENT RELATED: ADDRESS: 3223 SOUTHEAST 92ND AVE, PORTLAND, OR 97266; NATURE OF BUSINESS: NON PROFIT / FOOD BANK; START DATE: 10/2019; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER MONTH. 3 HOURS WITH NONE DURING TRADING HOURS.; BRIEF DESCRIPTION OF DUTIES: BOARD DUTIES, OVERSEE BUDGET, VISION, DIRECTION OF PANTRY. 2) HEALTHY LEGACIES, NOT INVESTMENT RELATED, 5110 SE POWELL BLVD, PORTLAND, OR 97206, PRODUCT BROKERAGE AND INTERNET MARKETING - PRIMARILY VITAMINS, SUPPLEMENTS, SKIN CARE, HOUSEHOLD SUPPLIES., 4 HRS/MONTH - NOT DURING TRADING HOURS, OWNER/OPERATOR. START DATE: 02/13/2013 3) LEGACY SOLUTIONS WEALTH MANAGEMENT LLC ; INVESTMENT RELATED: YES ; 5110 SE POWELL BLVD, PORTLAND, OR 97206, NATURE OF BUSINESS: BUSINESS AND ACCOUNTING ;START DATE: 06/2020 ; APX NUMBER OF HOURS PER MONTH: 8 HOURS WHICH MIGHT BE DURING SECURITIES TRADING HOURS.; POSITION/TITLE/RELATIONSHIP: PRESIDENT / OWNER ; BRIEF DESCRIPTION OF DUTIES: MANAGEMENT, OPERATIONS, ACCOUNTING AND TAX REPORTING SERVICES FOR INSURANCE INVESTMENT SERVICES, FINANCIAL PLANNING AND SERVICES. 4) FIXED INSURANCE SALES. NOT INVESTMENT RELATED. START DATE: 05/01/1987. ADDRESS: 5112 SE Powell Blvd, Portland OR, 97206. TITLE: OWNER/MANAGER. DUTIES: LIFE, DISABILITY, LONG TERM CARE, HEALTH, FIXED & INDEXED ANNUITY SALES. TIME SPENT DURING REGULAR HOURS: 10%. 5) Portland Open Bible Church. Not Investment related. Start date: 07/01/2025. Address: 3223 SE 92nd Ave. Portland OR, 97266. Title: Board Member Oversee the direction of the Pantry. Duties: Oversee the operations and direction of the pantry. Time spent during regular hours: 0%. 6) Fixed Insurance Sales. Not Investment Related. Start date: 01/01/2021. Address: 5112 SE Powell Blvd, Portland OR, 97206. Title: Agent. Duties: Life, LTC and DI insurance and fixed and indexed annuities.. Time spent during regular hours: 5%. 7) Mach96. Start date: 01/10/2025. Address: 5112 SE Powell Blvd. Portland, OR 97206. Title: Agent. Duties: Insurance and Annuity. Time spent during regular hours: 1%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 1989-02-02 |
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