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Advisor at SCOUT ASSET MANAGEMENT
BEAVERTON, 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 |
|---|---|---|---|---|---|---|
| SCOUT ASSET MANAGEMENT | State registered | Apr 13, 2022 | n/a | yes | BEAVERTON, OR | Current employment |
| ARBOR POINT ADVISORS | Former SEC adviser | Nov 6, 2020 | Apr 14, 2022 | no | LAKE OSWEGO, OR | Previous registration |
| KMS FINANCIAL SERVICES, INC | Former SEC adviser | Feb 26, 2020 | Nov 6, 2020 | no | Lake Oswego, OR|SEATTLE, WA|SEATTLE, WA | Previous registration |
| OSAIC WEALTH, INC. | Bd affiliated wealth | Nov 2, 2018 | Feb 28, 2020 | no | LAKE OSWEGO, OR | Previous registration |
| SIGNATOR INVESTORS, INC. | Former SEC adviser | Aug 11, 2005 | Nov 2, 2018 | no | PORTLAND, OR|PORTLAND, OR|PORTLAND, OR|BELLEVUE, WA|PORTLAND, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ARBOR POINT ADVISORS | SCOUT ASSET MANAGEMENT | Apr 14, 2022 | Apr 13, 2022 | -1 | Firm change | Ibd to state RIA |
| KMS FINANCIAL SERVICES, INC | ARBOR POINT ADVISORS | Nov 6, 2020 | Nov 6, 2020 | 0 | Channel change | Ibd to ibd |
| OSAIC WEALTH, INC. | KMS FINANCIAL SERVICES, INC | Feb 28, 2020 | Feb 26, 2020 | -2 | Channel change | Ibd to ibd |
| SIGNATOR INVESTORS, INC. | OSAIC WEALTH, INC. | Nov 2, 2018 | Nov 2, 2018 | 0 | Bulk transfer | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 3866:165127:WA:2020-11-06 | Nov 6, 2020 | Nov 6, 2020 | SEATTLE, WA | Firm change |