IMS CAPITAL MANAGEMENT LLC
Legal name: IMS CAPITAL MANAGEMENT
CRD #105939 SEC #801-33939 PORTLAND, OR 503-788-4200
SEC Registered
Total AUM
$406.9M
Discretionary
$390.3M
Employees
8
Clients
0
Accounts
567
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 18, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BELICA, DANIEL, ALLAN | I | MANAGING DIRECTOR | NA | |
| BELICA, DANIEL, ALLAN | I | MANAGING DIRECTOR | NA | |
| BELICA, DANIEL, ALLAN | I | MANAGING DIRECTOR | NA | |
| BELICA, DANIEL, ALLAN | I | MANAGING DIRECTOR | NA | |
| BELICA, DANIEL, ALLAN | I | MANAGING DIRECTOR | NA | |
| BELICA, DANIEL, ALLAN | I | MANAGING DIRECTOR | NA | |
| BELICA, DANIEL, ALLAN | I | MANAGING DIRECTOR | NA | |
| BELICA, DANIEL, ALLAN | I | MANAGING DIRECTOR | NA | |
| BELICA, DANIEL, ALLAN | I | MANAGING DIRECTOR | NA | |
| BELICA, DANIEL, ALLAN | I | MANAGING DIRECTOR | NA | |
| BELICA, DANIEL, ALLAN | I | MANAGING DIRECTOR | NA | |
| BELICA, DANIEL, ALLAN | I | MANAGING DIRECTOR | NA | |
| BELICA, DANIEL, ALLAN | I | MANAGING DIRECTOR | NA | |
| BELICA, DANIEL, ALLAN | I | MANAGING DIRECTOR | NA | |
| CHRISTOPHERSON, AARON, JACOB | I | PRINCIPAL | NA | Control |
| CHRISTOPHERSON, AARON, JACOB | I | PRINCIPAL | NA | Control |
| CHRISTOPHERSON, AARON, JACOB | I | PRINCIPAL | NA | Control |
| CHRISTOPHERSON, AARON, JACOB | I | PRINCIPAL | NA | Control |
| GAY, RANDY, EARL | I | PRINCIPAL | NA | Control |
| GAY, RANDY, EARL | I | PRINCIPAL | NA | Control |
| GAY, RANDY, EARL | I | PRINCIPAL | NA | Control |
| GAY, RANDY, EARL | I | PRINCIPAL | NA | Control |
| GLADSTONE, ADAM | I | CCO | NA | Control |
| GLADSTONE, ADAM | I | CCO | NA | Control |
| GLADSTONE, ADAM | I | CCO | NA | Control |
| GLADSTONE, ADAM | I | CCO | NA | Control |
| HAUG, STEVE, FOSTER | I | MANAGING DIRECTOR | NA | |
| HAUG, STEVE, FOSTER | I | MANAGING DIRECTOR | NA | |
| HAUG, STEVE, FOSTER | I | MANAGING DIRECTOR | NA | |
| HAUG, STEVE, FOSTER | I | MANAGING DIRECTOR | NA | |
| HAUG, STEVE, FOSTER | I | MANAGING DIRECTOR | NA | |
| HAUG, STEVE, FOSTER | I | MANAGING DIRECTOR | NA | |
| HAUG, STEVE, FOSTER | I | MANAGING DIRECTOR | NA | |
| HAUG, STEVE, FOSTER | I | MANAGING DIRECTOR | NA | |
| HAUG, STEVE, FOSTER | I | MANAGING DIRECTOR | NA | |
| HAUG, STEVE, FOSTER | I | MANAGING DIRECTOR | NA | |
| HAUG, STEVE, FOSTER | I | MANAGING DIRECTOR | NA | |
| HAUG, STEVE, FOSTER | I | MANAGING DIRECTOR | NA | |
| HAUG, STEVE, FOSTER | I | MANAGING DIRECTOR | NA | |
| HAUG, STEVE, FOSTER | I | MANAGING DIRECTOR | NA | |
| HAUG, STEVE, FOSTER | I | MANAGING DIRECTOR | NA | |
| HAUG, STEVE, FOSTER | I | MANAGING DIRECTOR | NA | |
| MARKER, CARL, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| MARKER, CARL, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| MARKER, CARL, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| MARKER, CARL, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| MARTIN, CAMERON, KING | I | PORTFOLIO MANAGER/PRINCIPAL | NA | |
| MARTIN, CAMERON, KING | I | PORTFOLIO MANAGER/PRINCIPAL | NA | |
| MARTIN, CAMERON, KING | I | PORTFOLIO MANAGER/PRINCIPAL | NA | |
| MARTIN, CAMERON, KING | I | PORTFOLIO MANAGER/PRINCIPAL | NA | |
| NORDGREN, MATS, BIRGER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NORDGREN, MATS, BIRGER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NORDGREN, MATS, BIRGER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NORDGREN, MATS, BIRGER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NORDGREN, MATS, BIRGER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NORDGREN, MATS, BIRGER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NORDGREN, MATS, BIRGER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NORDGREN, MATS, BIRGER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NORDGREN, MATS, BIRGER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NORDGREN, MATS, BIRGER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NORDGREN, MATS, BIRGER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NORDGREN, MATS, BIRGER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NORDGREN, MATS, BIRGER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEELE, SUSAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEELE, SUSAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEELE, SUSAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEELE, SUSAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEELE, SUSAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEELE, SUSAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEELE, SUSAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Timm, Brian, Andrew | I | PRINCIPAL | NA | Control |
| Timm, Brian, Andrew | I | PRINCIPAL | NA | Control |
| Timm, Brian, Andrew | I | PRINCIPAL | NA | Control |
| Timm, Brian, Andrew | I | PRINCIPAL | NA | Control |
| WHITE, MONTE, DEAN | I | BUSINESS DEVELOPMENT | NA | |
| WHITE, MONTE, DEAN | I | BUSINESS DEVELOPMENT | NA | |
| WHITE, MONTE, DEAN | I | BUSINESS DEVELOPMENT | NA | |
| WHITE, MONTE, DEAN | I | BUSINESS DEVELOPMENT | NA | |
| MARKER, CARL | I | PRESIDENT/CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER | E | Control |
| MARKER, CARL, WILLIAM | I | CHIEF INVESTMENT OFFICER/CHAIRMAN OF THE BOARD/DIRECTOR/SECRETARY | E | Control |
| MARKER, CARL, WILLIAM | I | CHIEF INVESTMENT OFFICER/CHAIRMAN OF THE BOARD/DIRECTOR/SECRETARY | E | Control |
| MARKER, CARL, WILLIAM | I | CHIEF INVESTMENT OFFICER/CHAIRMAN OF THE BOARD/DIRECTOR/SECRETARY | E | Control |
| MARKER, CARL, WILLIAM | I | CHIEF INVESTMENT OFFICER/CHAIRMAN OF THE BOARD/DIRECTOR/SECRETARY | E | Control |
| MARKER, CARL, WILLIAM | I | CEO, CHIEF INVESTMENT OFFICER/CHAIRMAN OF THE BOARD/DIRECTOR/SECRETARY | E | Control |
| MARKER, CARL, WILLIAM | I | CEO, CHIEF INVESTMENT OFFICER/CHAIRMAN OF THE BOARD/DIRECTOR/SECRETARY | E | Control |
| MARKER, CARL, WILLIAM | I | CEO, CHIEF INVESTMENT OFFICER/CHAIRMAN OF THE BOARD/DIRECTOR/SECRETARY | E | Control |
| MARKER, CARL, WILLIAM | I | CEO, CHIEF INVESTMENT OFFICER/CHAIRMAN OF THE BOARD/DIRECTOR/SECRETARY | E | Control |
| MARKER, CARL, WILLIAM | I | CEO, CHIEF INVESTMENT OFFICER/CHAIRMAN OF THE BOARD/DIRECTOR/SECRETARY | E | Control |
| MARKER, CARL, WILLIAM | I | CEO, CHIEF INVESTMENT OFFICER/CHAIRMAN OF THE BOARD/DIRECTOR/SECRETARY | E | Control |
| MARKER, CARL, WILLIAM | I | CEO, CHIEF INVESTMENT OFFICER/CHAIRMAN OF THE BOARD/DIRECTOR/SECRETARY | E | Control |
| MARKER, CARL, WILLIAM | I | CEO, CHIEF INVESTMENT OFFICER/CHAIRMAN OF THE BOARD/DIRECTOR/SECRETARY | E | Control |
| MARKER, CARL, WILLIAM | I | CEO, CHIEF INVESTMENT OFFICER/CHAIRMAN OF THE BOARD/DIRECTOR/SECRETARY | E | Control |
| MARKER, CARL, WILLIAM | I | CEO, CHIEF INVESTMENT OFFICER/CHAIRMAN OF THE BOARD/DIRECTOR/SECRETARY | E | Control |
| MARKER, CARL, WILLIAM | I | CEO, CHIEF INVESTMENT OFFICER/CHAIRMAN OF THE BOARD/DIRECTOR/SECRETARY | E | Control |
| MARKER, CARL, WILLIAM | I | CEO, CHIEF INVESTMENT OFFICER/CHAIRMAN OF THE BOARD/DIRECTOR/SECRETARY | E | Control |
| MARKER, CARL, WILLIAM | I | CEO, CHIEF INVESTMENT OFFICER/CHAIRMAN OF THE BOARD/DIRECTOR/SECRETARY | E | Control |
| MARKER, CARL, WILLIAM | I | CEO, CHIEF INVESTMENT OFFICER/CHAIRMAN OF THE BOARD/DIRECTOR/SECRETARY | E | Control |
| MARKER, CARL, WILLIAM | I | CEO, CHIEF INVESTMENT OFFICER/CHAIRMAN OF THE BOARD/DIRECTOR/SECRETARY | E | Control |
| MARKER, CARL, WILLIAM | I | CEO, CHIEF INVESTMENT OFFICER/CHAIRMAN OF THE BOARD/DIRECTOR/SECRETARY | E | Control |
| MARKER, CARL, WILLIAM | I | CEO, CHIEF INVESTMENT OFFICER/CHAIRMAN OF THE BOARD/DIRECTOR/SECRETARY | E | Control |
| MARKER, CARL, WILLIAM | I | CEO, CHIEF INVESTMENT OFFICER/CHAIRMAN OF THE BOARD/DIRECTOR/SECRETARY | E | Control |
| MARKER, CARL, WILLIAM | I | CEO, CHIEF INVESTMENT OFFICER/CHAIRMAN OF THE BOARD/DIRECTOR/SECRETARY | E | Control |
| MARKER, CARL, WILLIAM | I | CEO, CHIEF INVESTMENT OFFICER/CHAIRMAN OF THE BOARD/DIRECTOR/SECRETARY | E | Control |
| PINNACLE WEALTH ADVISORS | DE | MEMBER | E | |
| PINNACLE WEALTH ADVISORS | DE | MEMBER | E | |
| PINNACLE WEALTH ADVISORS | DE | MEMBER | E | |
| PINNACLE WEALTH ADVISORS | DE | MEMBER | E | |
| MARKER, CARL, WILLIAM | I | PRESIDENT/CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER | D | Control |
| MARKER, CARL, WILLIAM | I | PRESIDENT/CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER | D | Control |
| MARKER, CARL, WILLIAM | I | PRESIDENT/CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER | D | Control |
| MARKER, CARL, WILLIAM | I | PRESIDENT/CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER | D | Control |
| MARKER, CARL, WILLIAM | I | CHIEF INVESTMENT OFFICER/CHAIRMAN OF THE BOARD | D | Control |
| MARKER, CARL, WILLIAM | I | CHIEF INVESTMENT OFFICER/CHAIRMAN OF THE BOARD | D | Control |
| MARKER, CARL, WILLIAM | I | PRESIDENT/CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER | D | Control |
| MARKER, CARL, WILLIAM | I | PRESIDENT/CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER | D | Control |
| MARKER, CARL, WILLIAM | I | PRESIDENT/CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER | D | Control |
| MARKER, CARL, WILLIAM | I | PRESIDENT/CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER | D | Control |
| MARKER, CARL, WILLIAM | I | PRESIDENT/CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER | D | Control |
| MARKER, CARL, WILLIAM | I | PRESIDENT/CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER | D | Control |
| MARKER, CARL, WILLIAM | I | PRESIDENT/CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER | D | Control |
| MARKER, CARL, WILLIAM | I | PRESIDENT/CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER | D | Control |
| MARKER, CARL, WILLIAM | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER | D | Control |
| MARKER, CARL, WILLIAM | I | CHIEF INVESTMENT OFFICER/CHAIRMAN OF THE BOARD | D | Control |
| MARKER, CARL, WILLIAM | I | PRESIDENT/CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER | D | Control |
| MARKER, CARL, WILLIAM | I | PRESIDENT/CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER | D | Control |
| MARKER, CARL, WILLIAM | I | CHIEF INVESTMENT OFFICER/CHAIRMAN OF THE BOARD/DIRECTOR/SECRETARY | D | Control |
| MARKER, CARL, WILLIAM | I | CHIEF INVESTMENT OFFICER/CHAIRMAN OF THE BOARD/DIRECTOR/SECRETARY | D | Control |
| MARKER, CARL, WILLIAM | I | CHIEF INVESTMENT OFFICER/CHAIRMAN OF THE BOARD/DIRECTOR/SECRETARY | D | Control |
| MARKER, CARL, WILLIAM | I | CHIEF INVESTMENT OFFICER/CHAIRMAN OF THE BOARD/DIRECTOR/SECRETARY | D | Control |
| KINTZINGER, DOUGLAS, PAUL | I | CEO AND PRESIDENT | B | Control |
| KINTZINGER, DOUGLAS, PAUL | I | CEO AND PRESIDENT | B | Control |
| KINTZINGER, DOUGLAS, PAUL | I | CEO AND PRESIDENT | B | Control |
| KINTZINGER, DOUGLAS, PAUL | I | CEO AND PRESIDENT | B | Control |
| KINTZINGER, DOUGLAS, PAUL | I | CEO AND PRESIDENT | B | Control |
| KINTZINGER, DOUGLAS, PAUL | I | CEO, PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| KINTZINGER, DOUGLAS, PAUL | I | CEO AND PRESIDENT | B | Control |
| KINTZINGER, DOUGLAS, PAUL | I | CEO, PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| KINTZINGER, DOUGLAS, PAUL | I | CEO, PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| KINTZINGER, DOUGLAS, PAUL | I | CEO AND PRESIDENT | B | Control |
| KINTZINGER, DOUGLAS, PAUL | I | CEO, PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| KINTZINGER, DOUGLAS, PAUL | I | CEO, PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| KINTZINGER, DOUGLAS, PAUL | I | BOARD MEMBER AND ADVISOR | B | Control |
| KINTZINGER, DOUGLAS, PAUL | I | BOARD MEMBER AND ADVISOR | B | Control |
| KINTZINGER, DOUGLAS, PAUL | I | BOARD MEMBER AND ADVISOR | B | Control |
| KINTZINGER, DOUGLAS, PAUL | I | BOARD MEMBER AND ADVISOR | B | Control |
| KINTZINGER, DOUGLAS, PAUL | I | BOARD MEMBER AND ADVISOR | B | Control |
| KINTZINGER, DOUGLAS, PAUL | I | BOARD MEMBER AND ADVISOR | B | Control |
| MAGANA, CHRISTOPHER, L | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | |
| MAGANA, CHRISTOPHER, L | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | |
| MAGANA, CHRISTOPHER, L | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | |
| MAGANA, CHRISTOPHER, L | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | |
| MAGANA, CHRISTOPHER, L | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | |
| MAGANA, CHRISTOPHER, L | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | |
| MAGANA, CHRISTOPHER, L | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | |
| MAGANA, CHRISTOPHER, L | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | |
| MAGANA, CHRISTOPHER, L | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | |
| MAGANA, CHRISTOPHER, L | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | |
| MAGANA, CHRISTOPHER, L | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | |
| MAGANA, CHRISTOPHER, L | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | |
| MAGANA, CHRISTOPHER, L | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | |
| MAGANA, CHRISTOPHER, L | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | |
| NUNES, ARTHUR, GERONIMO | I | PORTFOLIO MANAGER/PRINCIPAL | B | Control |
| NUNES, ARTHUR, GERONIMO | I | PORTFOLIO MANAGER/PRINCIPAL | B | Control |
| NUNES, ARTHUR, GERONIMO | I | PORTFOLIO MANAGER/PRINCIPAL | B | Control |
| NUNES, ARTHUR, GERONIMO | I | PORTFOLIO MANAGER/PRINCIPAL | B | Control |
| NUNES, ARTHUR, GERONIMO | I | SHAREHOLDER | B | |
| NUNES, ARTHUR, GERONIMO | I | SHAREHOLDER | B | |
| NUNES, ARTHUR, GERONIMO | I | PORTFOLIO MANAGER/PRINCIPAL | B | Control |
| NUNES, ARTHUR, GERONIMO | I | PORTFOLIO MANAGER/PRINCIPAL | B | Control |
| NUNES, ARTHUR, GERONIMO | I | PORTFOLIO MANAGER/PRINCIPAL | B | Control |
| NUNES, ARTHUR, GERONIMO | I | PORTFOLIO MANAGER/PRINCIPAL | B | Control |
| NUNES, ARTHUR, GERONIMO | I | PORTFOLIO MANAGER/PRINCIPAL | B | Control |
| NUNES, ARTHUR, GERONIMO | I | PORTFOLIO MANAGER/PRINCIPAL | B | Control |
| NUNES, ARTHUR, GERONIMO | I | PORTFOLIO MANAGER/PRINCIPAL | B | Control |
| NUNES, ARTHUR, GERONIMO | I | PORTFOLIO MANAGER/PRINCIPAL | B | Control |
| NUNES, ARTHUR, GERONIMO | I | PORTFOLIO MANAGER/PRINCIPAL | B | Control |
| NUNES, ARTHUR, GERONIMO | I | PORTFOLIO MANAGER/PRINCIPAL | B | Control |
| NUNES, ARTHUR, GERONIMO | I | PORTFOLIO MANAGER/PRINCIPAL | B | Control |
| NUNES, ARTHUR, GERONIMO | I | SHAREHOLDER | B | |
| NUNES, ARTHUR, GERONIMO | I | SHAREHOLDER | B | |
| FERNANDEZAGUILAR, RITA, RAE | I | PRINCIPAL | A | Control |
| FERNANDEZAGUILAR, RITA, RAE | I | PRINCIPAL | A | Control |
| FERNANDEZAGUILAR, RITA, RAE | I | PRINCIPAL | A | Control |
| FERNANDEZAGUILAR, RITA, RAE | I | PRINCIPAL | A | Control |
| FERNANDEZAGUILAR, RITA, RAE | I | SHAREHOLDER | A | |
| FERNANDEZAGUILAR, RITA, RAE | I | SHAREHOLDER | A | |
| FERNANDEZAGUILAR, RITA, RAE | I | PRINCIPAL | A | Control |
| FERNANDEZAGUILAR, RITA, RAE | I | PRINCIPAL | A | Control |
| FERNANDEZAGUILAR, RITA, RAE | I | PRINCIPAL | A | Control |
| FERNANDEZAGUILAR, RITA, RAE | I | PRINCIPAL | A | Control |
| FERNANDEZAGUILAR, RITA, RAE | I | PRINCIPAL | A | Control |
| FERNANDEZAGUILAR, RITA, RAE | I | PRINCIPAL | A | Control |
| FERNANDEZAGUILAR, RITA, RAE | I | PRINCIPAL | A | Control |
| FERNANDEZAGUILAR, RITA, RAE | I | PRINCIPAL | A | Control |
| FERNANDEZAGUILAR, RITA, RAE | I | PRINCIPAL | A | Control |
| FERNANDEZAGUILAR, RITA, RAE | I | PRINCIPAL | A | Control |
| FERNANDEZAGUILAR, RITA, RAE | I | PRINCIPAL | A | Control |
| FERNANDEZAGUILAR, RITA, RAE | I | SHAREHOLDER | A | |
| FERNANDEZAGUILAR, RITA, RAE | I | SHAREHOLDER | A | |
| KINTZINGER, DOUGLAS, PAUL | I | BOARD MEMBER AND ADVISOR | A | Control |
| KINTZINGER, DOUGLAS, PAUL | I | BOARD MEMBER AND ADVISOR | A | Control |
| KINTZINGER, DOUGLAS, PAUL | I | BOARD MEMBER AND ADVISOR | A | Control |
| KINTZINGER, DOUGLAS, PAUL | I | BOARD MEMBER AND ADVISOR | A | Control |
| KINTZINGER, DOUGLAS, PAUL | I | BOARD MEMBER AND ADVISOR | A | Control |
| KINTZINGER, DOUGLAS, PAUL | I | BOARD MEMBER AND ADVISOR | A | Control |
| KINTZINGER, DOUGLAS, PAUL | I | BOARD MEMBER AND ADVISOR | A | Control |
| KINTZINGER, DOUGLAS, PAUL | I | BOARD MEMBER AND ADVISOR | A | Control |
| KINTZINGER, DOUGLAS, PAUL | I | BOARD MEMBER AND ADVISOR | A | Control |
| KINTZINGER, DOUGLAS, PAUL | I | BOARD MEMBER AND ADVISOR | A | Control |
| KINTZINGER, DOUGLAS, PAUL | I | BOARD MEMBER AND ADVISOR | A | Control |
| KINTZINGER, DOUGLAS, PAUL | I | BOARD MEMBER AND ADVISOR | A | Control |
| KINTZINGER, DOUGLAS, PAUL | I | BOARD MEMBER AND ADVISOR | A | Control |
| KINTZINGER, DOUGLAS, PAUL | I | BOARD MEMBER AND ADVISOR | A | Control |
| MAGANA, CHRISTOPHER, L | I | OWNER | A | |
| MAGANA, CHRISTOPHER, L | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | A | |
| MAGANA, CHRISTOPHER, L | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | A | |
| MAGANA, CHRISTOPHER, L | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | A | |
| MAGANA, CHRISTOPHER, L | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | A | |
| MAGANA, CHRISTOPHER, L | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | A | |
| MAGANA, CHRISTOPHER, L | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | A | |
| WHITE, MONTE, DEAN | I | BUSINESS DEVELOPMENT | A | |
| WHITE, MONTE, DEAN | I | BUSINESS DEVELOPMENT | A | |
| WHITE, MONTE, DEAN | I | BUSINESS DEVELOPMENT | A | |
| WHITE, MONTE, DEAN | I | BUSINESS DEVELOPMENT | A | |
| WHITE, MONTE, DEAN | I | BUSINESS DEVELOPMENT | A | |
| WHITE, MONTE, DEAN | I | BUSINESS DEVELOPMENT | A | |
| WHITE, MONTE, DEAN | I | BUSINESS DEVELOPMENT | A | |
| WHITE, MONTE, DEAN | I | BUSINESS DEVELOPMENT | A | |
| WHITE, MONTE, DEAN | I | BUSINESS DEVELOPMENT | A | |
| WHITE, MONTE, DEAN | I | BUSINESS DEVELOPMENT | A | |
| WHITE, MONTE, DEAN | I | BUSINESS DEVELOPMENT | A | |
| WHITE, MONTE, DEAN | I | BUSINESS DEVELOPMENT | A | |
| WHITE, MONTE, DEAN | I | BUSINESS DEVELOPMENT | A | |
| WHITE, MONTE, DEAN | I | BUSINESS DEVELOPMENT | A |
Registrations
Federal
IA
Dec 18, 2025 REGISTERED
Notice Filings (8)
AZ CA ID NY OR TX UT WA
Address
8995 S.E. OTTY ROADPORTLAND, OR 97086
United States
Phone: 503-788-4200