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750 Nw Charbonneau Street Suite 211, Bend, OR 97703 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-29 |
| OR | RA | APPROVED | 2026-07-29 |
| TX | RA | APPROVED | 2024-08-19 |
| WA | RA | APPROVED | 2024-08-19 |
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 |
|---|---|---|---|---|
| Sii Investments, Inc. | Portland | OR | 11/2006 | 11/2017 |
| United Planners Financial Services Of America | Scottsdale | AZ | 11/2017 | 02/2020 |
| Eagle Wealth Management | Bend | OR | 11/2017 | 07/2024 |
| Sii Investments, Inc. | Portland | OR | 11/2006 | 11/2017 |
| Mathew Hunnicutt Independent Insurance | Bend | OR | 11/2017 | Present |
| My Legacy Advisors | Bend | OR | 11/2017 | Present |
1.) MATHEW HUNNICUTT INDEPENDENT INSURANCE - INVESTMENT-RELATED - SAME ADDRESS - INSURANCE AGENT - NON-VARIABLE INSURANCE - BEND, OR - SINCE 11/2017 - 1 HOUR PER MONTH, NOT DURING SECURITIES TRADING HOURS. 2.) Skyliner Wealth, LLC (DBA True Wealth Group)- Owner- TBD- BEND, OR - SINCE 6/2024 - INVESTMENT RELATED- 40 Hours per week 3.) Peregrine Racing- Endurance sports and coaching business. Not investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-12 |
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