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Advisor at ORCA INVESTMENT MANAGEMENT, LLC
Lake Oswego, 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 |
|---|---|---|---|---|---|---|
| ORCA INVESTMENT MANAGEMENT, LLC | Independent wealth | Jan 3, 2025 | n/a | yes | Lake Oswego, OR | Current employment |
| PAULSON INVESTMENT ADVISORS, LLC | n/a | Nov 13, 2019 | Dec 31, 2024 | no | PORTLAND, OR | Previous registration |
| STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC | Former SEC adviser | Dec 8, 2008 | Aug 30, 2019 | no | PORTLAND, OR|PORTLAND, OR|PORTLAND, OR | Previous registration |
| PAULSON INVESTMENT COMPANY, LLC | Former SEC adviser | Feb 13, 2001 | Dec 8, 2008 | no | PORTLAND, OR|PORTLAND, OR|PORTLAND, OR|PORTLAND, OR|PORTLAND, OR|LAKE OSWEGO, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PAULSON INVESTMENT ADVISORS, LLC | ORCA INVESTMENT MANAGEMENT, LLC | Dec 31, 2024 | Jan 3, 2025 | 3 | Firm change | Other |
| STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC | PAULSON INVESTMENT ADVISORS, LLC | Aug 30, 2019 | Nov 13, 2019 | 75 | Firm change | Other |
| PAULSON INVESTMENT COMPANY, LLC | STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC | Dec 8, 2008 | Dec 8, 2008 | 0 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 304328:144377:OR:2024-12-31 | Dec 31, 2024 | Jan 3, 2025 | PORTLAND, OR | Firm change |