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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-09-30 |
Branch Locations
35 Northwest Hawthorne Avenue, Bend, OR 97703 • United States
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
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 |
|---|---|---|---|---|
| Sii Investments, Inc. | Bend | OR | 07/2008 | 11/2017 |
| My Legacy Advisors, Llc Eagle Wealth Management, Inc. | Bend | OR | 09/2017 | 09/2025 |
| United Planners Financial Services Of America | Scottsdale | AZ | 11/2017 | 02/2020 |
| Sii Investments, Inc. | Bend | OR | 07/2008 | 11/2017 |
| Chad Staskal Independent Insurance | Bend | OR | 11/2017 | 09/2025 |
| Eagle Wealth Management | Bend | OR | 07/2008 | 09/2025 |
| Cnc Llc | Bend | OR | 01/2006 | 09/2025 |
| My Legacy Advisors | Bend | OR | 11/2017 | 09/2025 |
| Mercer Global Advisors Inc. | Bend | OR | 09/2025 | Present |
1. Health, Life, and Variable Lines Insurance Licenses; Investment-related; 35 NW Hawthorne Avenue, Bend, OR 97703; Insurance sales; Insurance Producer; 01/01/1997; 0-1 hrs. per month; 0 hrs. during trading hours; Holds active insurance licenses. 2. CNC, LLC; Investment-related; 35 NW Hawthorne Avenue, Bend, OR 97703; Commercial Rental Real Estate; Owner/Landlord; 01/01/2006; 1 hr. per month; 0 hrs. during trading hours; Owner of office building, review HOA, deposit checks, and coordinate maintenance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-29 |
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