Scott C. Thurman

TENBRIDGE PARTNERS LLC

PORTLAND, OR 97205

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CRD#: 5688946

Professional summary

Scott Charles Thurman is a registered financial advisor currently at TENBRIDGE PARTNERS LLC located in Portland, Oregon.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Scott has worked at 3 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Charles Thurman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 28, 2021 - Present

TENBRIDGE PARTNERS LLC

Office #1: 806 Sw Broadway, Suite 800, Portland, OR 97205

RIA

CRD#: 159378

PORTLAND, OR

Past

December 3, 2012 - December 31, 2015

KMS FINANCIAL SERVICES, INC.

CRD#: 3866

PORTLAND, OR

Past

November 5, 2012 - November 30, 2015

TENBRIDGE PARTNERS LLC

RIA

CRD#: 159378

PORTLAND, OR

Past

September 8, 2009 - November 5, 2012

EDWARD JONES

RIA

CRD#: 250

BEAVERTON, OR

Past

August 21, 2009 - November 5, 2012

EDWARD JONES

CRD#: 250

BEAVERTON, OR

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TENBRIDGE PARTNERS LLC

CRD#: 159378 / SEC#: 801-132129

RIA

Registered Investment Advisory firm - (3/10/2025 Approved)

California

Registered Investment Advisory firm - (5/26/2018 Terminated)

Oregon

Registered Investment Advisory firm - (9/6/2022 Approved)

Texas

Registered Investment Advisory firm - (4/26/2018 Terminated)

Washington

Registered Investment Advisory firm - (5/3/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oregon
(1/28/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/17/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 9/4/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/20/2009

General Securities Representative Examination

Current Firm

TENBRIDGE PARTNERS LLC

CRD#: 159378 / SEC#: 801-132129

RIA

Registered Investment Advisory firm - (3/10/2025 Approved)

California

Registered Investment Advisory firm - (5/26/2018 Terminated)

Oregon

Registered Investment Advisory firm - (9/6/2022 Approved)

Texas

Registered Investment Advisory firm - (4/26/2018 Terminated)

Washington

Registered Investment Advisory firm - (5/3/2018 Terminated)

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Contact information

Main Address

806 Sw Broadway, Suite 800, Portland, OR 97205

Mailing Address

Phone number

(971) 277-1077

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TENBRIDGE PARTNERS ADV PART 2A (2/18/2025)

Regulatory assets under management

Total Number of Accounts	558
AUM (Assets Under Management)	$ 103,291,519

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Scott C. Thurman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Charles Thurman's CRS (Customer Relationship Summary).

Certified licenses

Experience

KMS FINANCIAL SERVICES, INC.

TENBRIDGE PARTNERS LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

TENBRIDGE PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/17/2020

Series 66

Date: 9/4/2009

SIE

Date: 12/31/2015

Series 7

Date: 8/20/2009

Current Firm

TENBRIDGE PARTNERS LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TENBRIDGE PARTNERS LLC

TRUST BUT VERIFY

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