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525 Bigham Knoll, Jacksonville, OR 97530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-04-17 |
| WA | RA | APPROVED | 2012-10-15 |
| OR | RA | APPROVED | 2010-04-21 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cutler Investment Counsel, Llc | Jacksonville | OR | 08/2003 | Present |
Pacific Retirement Services non-investment related 1 W Main St #303, Medford, OR 97501 Retirement Home Management Board Member 8 hours quarterly plus 2 full day meetings. Approximately half of all hours during trading hours. 2021
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-12-29 |
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