SECURITY FIRST ADVISORS, INC.
Legal name: SECURITY FIRST ADVISORS
CRD #117502 SEC #801-118065 PORTLAND, OR 503-274-4224
SEC Registered
Total AUM
$232.3M
Discretionary
$0
Employees
7
Clients
1
Accounts
1,213
Firm Details
- Organization Type
- Corporation
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 18, 2024
- 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 |
|---|---|---|---|---|
| RERICK, STACY, LYNN | I | SECRETARY/TREASURER & CHIEF COMPLIANCE OFFICER | NA | Control |
| RERICK, STACY, LYNN | I | SECRETARY/TREASURER & CHIEF COMPLIANCE OFFICER | NA | Control |
| RERICK, STACY, LYNN | I | SECRETARY/TREASURER & CHIEF COMPLIANCE OFFICER | NA | Control |
| RERICK, STACY, LYNN | I | SECRETARY/TREASURER & CHIEF COMPLIANCE OFFICER | NA | Control |
| RERICK, STACY, LYNN | I | SECRETARY/TREASURER & CHIEF COMPLIANCE OFFICER | NA | Control |
| RERICK, STACY, LYNN | I | SECRETARY/TREASURER & CHIEF COMPLIANCE OFFICER | NA | Control |
| RERICK, STACY, LYNN | I | SECRETARY/TREASURER & CHIEF COMPLIANCE OFFICER | NA | Control |
| RERICK, STACY, LYNN | I | SECRETARY/TREASURER | NA | Control |
| RERICK, STACY, LYNN | I | SECRETARY/TREASURER | NA | Control |
| RUSSELL, EVAN, STERLING | I | PRESIDENT | NA | Control |
| RUSSELL, EVAN, STERLING | I | PRESIDENT | NA | Control |
| RUSSELL, EVAN, STERLING | I | PRESIDENT | NA | Control |
| RUSSELL, EVAN, STERLING | I | PRESIDENT | NA | Control |
| RUSSELL, EVAN, STERLING | I | PRESIDENT | NA | Control |
| RUSSELL, EVAN, STERLING | I | PRESIDENT | NA | Control |
| RUSSELL, EVAN, STERLING | I | PRESIDENT | NA | Control |
| RUSSELL, EVAN, STERLING | I | PRESIDENT | NA | Control |
| RUSSELL, EVAN, STERLING | I | PRESIDENT | NA | Control |
| RUSSELL, EVAN, STERLING | I | PRESIDENT | NA | Control |
| RUSSELL, EVAN, STERLING | I | PRESIDENT | NA | Control |
| RUSSELL, EVAN, STERLING | I | PRESIDENT | NA | Control |
| WILKINSON, RONALD, EVERETT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILKINSON, RONALD, EVERETT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILKINSON, RONALD, EVERETT | I | SECRETARY, TREASURER, CHIEF COMPLIANCE OFFICER | NA | Control |
| WILKINSON, RONALD, EVERETT | I | SECRETARY, TREASURER, CHIEF COMPLIANCE OFFICER | NA | Control |
| WILKINSON, RONALD, EVERETT | I | SECRETARY, TREASURER, CHIEF COMPLIANCE OFFICER | NA | Control |
| CHRISTOPHERSON, AARON, JACOB | I | PRESIDENT, CCO | E | Control |
| CHRISTOPHERSON, AARON, JACOB | I | PRESIDENT, CCO | E | Control |
| CHRISTOPHERSON, AARON, JACOB | I | PRESIDENT, CCO | E | Control |
| CHRISTOPHERSON, AARON, JACOB | I | PRESIDENT, CCO | E | Control |
| REM 22, INC. | DE | OWNER | E | |
| REM 22, INC. | DE | OWNER | E | |
| REM 22, INC. | DE | OWNER (HOLDING COMPANY) | E | |
| REM 22, INC. | DE | OWNER | E | |
| REM 22, INC. | DE | OWNER (HOLDING COMPANY) | E | |
| REM 22, INC. | DE | OWNER (HOLDING COMPANY) | E | |
| REM 22, INC. | DE | OWNER (HOLDING COMPANY) | E | |
| RUSSELL, WILKINSON, RERICK, INC. | DE | S-CORPORATION | E | |
| RUSSELL, WILKINSON, RERICK, INC. | DE | S-CORPORATION | E | |
| RUSSELL, WILKINSON, RERICK, INC. | DE | S-CORPORATION | E | |
| RUSSELL, WILKINSON, RERICK, INC. | DE | S-CORPORATION | E | |
| RUSSELL, WILKINSON, RERICK, INC. | DE | S-CORPORATION | E | |
| RUSSELL, WILKINSON, RERICK, INC. | DE | S-CORPORATION | E | |
| RUSSELL, WILKINSON, RERICK, INC. | DE | S-CORPORATION | E | |
| RUSSELL, WILKINSON, RERICK, INC. | DE | S-CORPORATION | E | |
| RUSSELL, WILKINSON, RERICK, INC. | DE | S-CORPORATION | E | |
| GAY, RANDY, EARL | I | VICE PRESIDENT | B | Control |
| GAY, RANDY, EARL | I | VICE PRESIDENT | B | Control |
| GAY, RANDY, EARL | I | VICE PRESIDENT | B | Control |
| GAY, RANDY, EARL | I | VICE PRESIDENT | B | Control |
| Timm, Brian, Andrew | I | PRINCIPAL | B | Control |
| Timm, Brian, Andrew | I | PRINCIPAL | B | Control |
| Timm, Brian, Andrew | I | PRINCIPAL | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| GAY, RANDY, EARL | I | PINNACLE WEALTH ADVISORS, INC. | F | Control |
| GAY, RANDY, EARL | I | PINNACLE WEALTH ADVISORS, INC. | F | Control |
| GAY, RANDY, EARL | I | PINNACLE WEALTH ADVISORS, INC. | F | Control |
| GAY, RANDY, EARL | I | PINNACLE WEALTH ADVISORS, INC. | F | Control |
| RERICK, STACY, LYNN | I | RUSSELL, WILKINSON, RERICK, INC. | F | Control |
| RERICK, STACY, LYNN | I | RUSSELL, WILKINSON, RERICK, INC. | F | Control |
| RERICK, STACY, LYNN | I | RUSSELL, WILKINSON, RERICK, INC. | F | Control |
| RERICK, STACY, LYNN | I | RUSSELL, WILKINSON, RERICK, INC. | F | Control |
| RERICK, STACY, LYNN | I | RUSSELL, WILKINSON, RERICK, INC. | F | Control |
| RERICK, STACY, LYNN | I | RUSSELL, WILKINSON, RERICK, INC. | F | Control |
| RERICK, STACY, LYNN | I | RUSSELL, WILKINSON, RERICK, INC. | F | Control |
| RERICK, STACY, LYNN | I | RUSSELL, WILKINSON, RERICK, INC. | F | Control |
| RERICK, STACY, LYNN | I | RUSSELL, WILKINSON, RERICK, INC. | F | Control |
| Timm, Brian, Andrew | I | PINNACLE WEALTH ADVISORS, INC. | F | Control |
| Timm, Brian, Andrew | I | PINNACLE WEALTH ADVISORS, INC. | F | Control |
| Timm, Brian, Andrew | I | PINNACLE WEALTH ADVISORS, INC. | F | Control |
| CHRISTOPHERSON, AARON, JACOB | I | PINNACLE WEALTH ADVISORS, INC. | E | Control |
| CHRISTOPHERSON, AARON, JACOB | I | PINNACLE WEALTH ADVISORS, INC. | E | Control |
| CHRISTOPHERSON, AARON, JACOB | I | PINNACLE WEALTH ADVISORS, INC. | E | Control |
| CHRISTOPHERSON, AARON, JACOB | I | PINNACLE WEALTH ADVISORS, INC. | E | Control |
| PINNACLE WEALTH ADVISORS, INC. | DE | REM 22, INC. | E | Control |
| PINNACLE WEALTH ADVISORS, INC. | DE | REM 22, INC. | E | Control |
| PINNACLE WEALTH ADVISORS, INC. | DE | REM 22, INC. | E | Control |
| PINNACLE WEALTH ADVISORS, INC. | DE | REM 22, INC. | E | Control |
| RUSSELL, EVAN, STERLING | I | RUSSELL, WILKINSON, RERICK, INC. | C | Control |
| RUSSELL, EVAN, STERLING | I | RUSSELL, WILKINSON, RERICK, INC. | C | Control |
| RUSSELL, EVAN, STERLING | I | RUSSELL, WILKINSON, RERICK, INC. | C | Control |
| RUSSELL, EVAN, STERLING | I | RUSSELL, WILKINSON, RERICK, INC. | C | Control |
| RUSSELL, EVAN, STERLING | I | RUSSELL, WILKINSON, RERICK, INC. | C | Control |
| RUSSELL, EVAN, STERLING | I | RUSSELL, WILKINSON, RERICK, INC. | C | Control |
| RUSSELL, EVAN, STERLING | I | RUSSELL, WILKINSON, RERICK, INC. | C | Control |
| RUSSELL, EVAN, STERLING | I | RUSSELL, WILKINSON, RERICK, INC. | C | Control |
| RUSSELL, EVAN, STERLING | I | RUSSELL, WILKINSON, RERICK, INC. | C | Control |
| RUSSELL, EVAN, STERLING | I | REM 22, INC. | C | Control |
| RUSSELL, EVAN, STERLING | I | REM 22, INC. | C | Control |
| RUSSELL, EVAN, STERLING | I | REM 22, INC. | C | Control |
| WILKINSON, RONALD, EVERETT | I | RUSSELL, WILKINSON, RERICK, INC. | C | Control |
| WILKINSON, RONALD, EVERETT | I | RUSSELL, WILKINSON, RERICK, INC. | C | Control |
| WILKINSON, RONALD, EVERETT | I | RUSSELL, WILKINSON, RERICK, INC. | C | Control |
| WILKINSON, RONALD, EVERETT | I | RUSSELL, WILKINSON, RERICK, INC. | C | Control |
| WILKINSON, RONALD, EVERETT | I | RUSSELL, WILKINSON, RERICK, INC. | C | Control |
| WILKINSON, RONALD, EVERETT | I | RUSSELL, WILKINSON, RERICK, INC. | C | Control |
| WILKINSON, RONALD, EVERETT | I | RUSSELL, WILKINSON, RERICK, INC. | C | Control |
| WILKINSON, RONALD, EVERETT | I | RUSSELL, WILKINSON, RERICK, INC. | C | Control |
| WILKINSON, RONALD, EVERETT | I | RUSSELL, WILKINSON, RERICK, INC. | C | Control |
| WILKINSON, RONALD, EVERETT | I | REM 22, INC. | C | Control |
| WILKINSON, RONALD, EVERETT | I | REM 22, INC. | C | Control |
| WILKINSON, RONALD, EVERETT | I | REM 22, INC. | C | Control |
Registrations
Federal
IA
Dec 18, 2024 REGISTERED
Notice Filings (6)
AZ CA ID OR TX WA
Address
12703 SW 67TH AVENUEPORTLAND, OR 97223
United States
Phone: 503-274-4224