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Bradley Jason Boeck

Northwind Financial LLC

Bend, OR

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Current Employers
Northwind Financial Llc

2445 Ne Division St Ste 204, Bend, OR 97703-3568 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-08-31
OR RA APPROVED 2026-06-30
  • WA RA
    APPROVED
    Since 2026-08-31
  • OR RA
    APPROVED
    Since 2026-06-30

Branch Locations

2445 Ne Division St Ste 204, Bend, OR 97703-3568 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Syndicated Capital Inc Bend OR 01/2009 Present
Previous Registrations
  • 2009-06-19 → 2026-07-30
    Syndicated Capital, Inc.
    Bend, OR
    Santa Monica, CA
    Diamond Bar, CA
  • 2005-04-19 → 2007-07-27
    Country Trust Bank
    Beaverton, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-04-11
S63 Uniform Securities Agent State Law Examination 2002-07-22
  • S65 Uniform Investment Adviser Law Examination
    2005-04-11
  • S63 Uniform Securities Agent State Law Examination
    2002-07-22
Designations

View on SEC IAPD

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Other Investors

PAUL BRADLEY WATERMAN
Ryan P Jordan
JOHN GRANT ASPELL
Kyle Turner
MARK ANDREW REIFSCHNEIDER
LESLIE DAWN LAMOTTE
ANNA Meiners Hansen
JOHN PAUL LORENZ

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · Bend, OR
PROSPERA FINANCIAL SERVICES, INC. · Bend, OR
MORGAN STANLEY · Bend, OR
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BEND, OR
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BEND, OR
ELEVATION CAPITAL ADVISORY · BEND, OR
CAPSTONE WEALTH MANAGEMENT GROUP, LLC · BEND, OR
CAPSTONE WEALTH MANAGEMENT GROUP, INC. · BEND, OR

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