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Account
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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-12 |
| OR | RA | APPROVED | 2026-01-12 |
Branch Locations
210 West 8Th St, Medford, OR 97501 • United States
116 Ne Manzanita Avenue, Grants Pass, OR 97526 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners' Financial Services | Scottsdale | AZ | 06/2009 | Present |
| Standley Family Trust | Medford | OR | 01/2007 | Present |
| Kingsview Llc | Medford | OR | 10/2014 | 06/2017 |
| Royal Standley Inc | Medford | OR | 06/2015 | Present |
| Maslow Project | Medford | OR | 08/2011 | 03/2020 |
| Southern Oregon Business Network | Medford | OR | 10/2017 | 09/2018 |
| Asante Foundation | Medford | OR | 04/2018 | Present |
| Oregon Pacific Financial Advisors, Inc. | Medford | OR | 02/2006 | 09/2025 |
| Standley Living Trust | Grants Pass | OR | 04/2020 | Present |
| Rental Property | Grants Pass | OR | 10/2020 | Present |
| Latte Larry's Llc | Medford | OR | 03/2022 | Present |
| Royal Standley | Medford | OR | 02/2006 | Present |
1.) STANDLEY FAMILY TRUST - TRUSTEE - ACTING IN A FIDUCIARY CAPACITY - MEDFORD, OR - SINCE 01/2007 - INVESTMENT RELATED 2.) ROYAL STANDLEY INC - PRESIDENT - S-CORP FOR FINANCIAL PLANNING BUSINESS - MEDFORD, OR - SINCE 06/2015 - NOT INVESTMENT RELATED 3.) ASANTE FOUNDATION - BOARD MEMBER - COMMUNITY, CIVIC OR CHARITABLE BOARD MEMBER OR OFFICER - MEDFORD, OR - SINCE 04/2018 - NOT INVESTMENT RELATED 4.) ROYAL STANDLEY - LIFE INSURANCE AGENT - NON-VARIABLE INSURANCE - MEDFORD, OR - SINCE 02/2006 - INVESTMENT RELATED 5.) OREGON PACIFIC FINANCIAL ADVISORS, INC - PRESIDENT AND CEO - DBA NAME FOR MARKETING PURPOSES ONLY - MEDFORD, OR - SINCE 07/2019 - INVESTMENT RELATED 6.) STANDLEY LIVING TRUST - TRUSTEE - ACTING IN A FIDUCIARY CAPACITY - GRANTS PASS, OR - SINCE 04/2020- NOT INVESTMENT RELATED 7.) RENTAL PROPERTY- OWNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - GRANTS PASS, OR - SINCE 10/2020 - INVESTMENT RELATED 8.) LATTE LARRY'S LLC - PRESIDENT - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - MEDFORD, OR - SINCE 03/2022 - INVESTMENT RELATED 9.) OREGON SHAKESPEARE FESTIVAL ENDOWMENT TRUSTEE - TRUSTEE - COMMUNITY, CIVIC OR CHARITABLE BOARD MEMBER OR OFFICER - ASHLAND, OR - SINCE 07/2023 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-11-03 |
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