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Audrey Rosemarie Creak

Oregon Pacific Wealth Management

Medford, OR

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Current Employers
Oregon Pacific Wealth Management

3250 Hillcrest Park Drive Suite 102, Medford, OR 97504 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2024-01-26
  • OR RA
    APPROVED
    Since 2024-01-26

Branch Locations

3250 Hillcrest Park Drive Suite 102, Medford, OR 97504 • 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
Lpl Financial Llc Florence OR 10/2005 10/2021
Oregon Pacific Wealth Management, Llc Florence OR 07/2016 Present
Oregon Pacific Banking Company Florence OR 06/2009 09/2021
  • 10/2005 → 10/2021
    Lpl Financial Llc
    Florence, OR
  • 07/2016 → Present
    Oregon Pacific Wealth Management, Llc
    Florence, OR
  • 06/2009 → 09/2021
    Oregon Pacific Banking Company
    Florence, OR
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-03-20
S63 Uniform Securities Agent State Law Examination 2003-01-28
  • S65 Uniform Investment Adviser Law Examination
    2008-03-20
  • S63 Uniform Securities Agent State Law Examination
    2003-01-28
Other Names
  • Audrey Rosemarie Sharpe
  • Audrey R Creak

View on SEC IAPD

Other Firms

MORGAN STANLEY
D.A. DAVIDSON & CO.
LPL FINANCIAL LLC
SEACREST WEALTH MANAGEMENT, LLC
EDWARD JONES
FIDELIS IM
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.

Other Investors

JAMES WESLEY LIKES
RYAN DAVID SUVOY
NELSON ROLAND MALER
PAUL BRIAN SMITH
LISA KIMBERLY CAMPOY
LISA A PRESTON
Kristina K West
Katelyn J Hamilton

Other Offices

MORGAN STANLEY · Medford, OR
D.A. DAVIDSON & CO. · MEDFORD, OR
LPL FINANCIAL LLC · MEDFORD, OR
SEACREST WEALTH MANAGEMENT, LLC · MEDFORD, OR
EDWARD JONES · MEDFORD, OR
SEACREST WEALTH MANAGEMENT, LLC · MEDFORD, OR
FIDELIS IM · MEDFORD, OR
STATE FARM INVESTMENT MANAGEMENT CORP. · Medford, OR

More in Medford, OR

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