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3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-05 |
| OR | RA | APPROVED | 2024-11-25 |
Branch Locations
3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646 • United States
66172 Highway 203 Ste 327 Hot Lake Springs Resort, La Grande, OR 97850 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnbm Re Investments | Beaverton | OR | 12/2011 | 09/2016 |
| Cascadia Wealth Management | Portland | OR | 09/2016 | 12/2021 |
| Home Projects And Volunteering While In Work Transition | Portland | OR | 07/2016 | 09/2016 |
| Weichert Realtors On Main Street | Hillsboro | OR | 11/2016 | 05/2022 |
| Brian S. Mcdowell Dba Firearms For Patriots | Union | OR | 06/2020 | 12/2023 |
| Bsm Fullstaq Marketing, Llc | Lagrande | OR | 07/2021 | 10/2021 |
| Nerdy Dba Varsity Tutors | Union | OR | 10/2021 | 05/2022 |
| Brian S. Mcdowell Dba Gibborim Financial | Union | OR | 12/2021 | 03/2024 |
| Exp Realty, Llc | Salem | OR | 06/2022 | Present |
| Hsd4L, Llc | Cheyenne | WY | 01/2024 | Present |
| Cetera Investment Advisers Llc | La Grande | OR | 03/2024 | 11/2024 |
| Cetera Advisors Llc | La Grande | OR | 11/2016 | 11/2024 |
| Inspire Advisors, Llc Dba Oz Investing Services, Llc | La Grande | OR | 11/2024 | Present |
| Business Oregon | La Grande | OR | 04/2017 | Present |
| Elite Resource Team | San Diego | CA | 04/2026 | Present |
(1) 10/2019 Licensed Independent Insurance Agent; Fixed Insurance with various companies; Investment Related; Registered Location; Less than 1 hour/week & during trading hours; Life, Health, Disability, Annuities & Long Term Care. (2) 4/2017 Oregon Business Development Department aka Oregon Business; Regional Development Officer; Economic, Business, and Community Development; Non-Investment Related; Badgley Hall - EOU, Room 234B, K Ave., La Grande, OR 97850; 80 hours/month; 30 hours during trading hours/month; support local business, economic, and community development efforts across three counties on behalf of the State of Oregon. (3) 6/2022 eXp Realty, LLC; Real Estate Broker; Commercial/Residential Real Estate Brokerage; Non Investment Related; 375 N Dewey St, Union, OR 97883; 8 hours/month; 0 hours during trading hours; Advise and broker primarily commercial real estate, or identify, prequalify, and refer parties to other professionals for a fee. (4) 11/2024 DBA OZ Investing Services, LLC; Managing Director; DBA for Financial Services of Inspire Advisors; Investment Related; 66172 Highway 203 Suite 327, LA Grande, OR 97850; 80 hours/month; 40 hours during trading hours/month; DBA for Financial Services (5) 1/2024 HSD4L, LLC; President; Holding Management Company; Non Investment Related; 1718 Capitol Ave, Cheyenne, WY 82001; 4 hours/month; 0 hours during trading hours; Holding Company for Management of Income & Tax Reporting
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-23 |
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