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750 Nw Charbonneau Street Suite 211, Bend, OR 97703 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-07-02 |
Branch Locations
750 Nw Charbonneau Street Suite 211, Bend, OR 97703 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Efg Asset Management | Portland | OR | 02/2016 | 04/2025 |
| New York Life Insurance Co | Portland | OR | 03/2026 | Present |
| Nylife Securities Llc | Portland | OR | 03/2026 | Present |
| Unemployed | Portland | OR | 04/2025 | 03/2026 |
| True Wealth Group | Bend | OR | 07/2026 | Present |
Insurance brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 2918 NW Wild Meadow Drive, Bend, OR 97703; start 04/2026; commissions; 10 hours per month, 5 hours during securities trading hours; insurance related]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-27 |
| S65 | Uniform Investment Adviser Law Examination | 2003-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-25 |
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