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Advisor at MULTNOMAH GROUP, INC.
Portland, OR | PORTLAND, OR
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| MULTNOMAH GROUP, INC. | Institutional manager | Feb 4, 2021 | n/a | yes | Portland, OR|PORTLAND, OR | Current employment |
| EVERGREEN FINANCIAL ADVISORS, INC. | n/a | Sep 3, 2010 | Feb 11, 2021 | no | PORTLAND, OR | Previous registration |
| WEALTH MANAGEMENT, INC. | Former SEC adviser | Aug 12, 2003 | Jun 15, 2004 | no | LAKE OSWEGO, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EVERGREEN FINANCIAL ADVISORS, INC. | MULTNOMAH GROUP, INC. | Feb 11, 2021 | Feb 4, 2021 | -7 | Firm change | Other |
| WEALTH MANAGEMENT, INC. | EVERGREEN FINANCIAL ADVISORS, INC. | Jun 15, 2004 | Sep 3, 2010 | 2,271 | Firm change after gap | Other |