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824 Pine Street, Klamath Falls, OR 97601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-01-12 |
| TX | RA | APPROVED_RES | 2022-12-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 1St Global Capital Corp | Klamath Falls | OR | 06/2004 | 10/2019 |
| Molatore & Co. Llp (Fka Molatore, Scroggin, Peterson & Co. Llp) | Klamath Falls | OR | 07/1993 | Present |
| 1St Global Advisors, Inc | Klamath Falls | OR | 02/2006 | 10/2019 |
| Avantax Insurance Services | Klamath Falls | OR | 03/2006 | 03/2020 |
| Avantax Advisory Services | Irving | TX | 10/2019 | 03/2020 |
| Avantax Investment Services, Inc. | Eagle Point | OR | 10/2019 | 03/2020 |
| Msp Wealth Management, Llc | Klamath Falls | OR | 03/2020 | Present |
1) FIXED INSURANCE POSITION: AGENT NATURE: FIXED INSURANCE INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 5/30/06 ADDRESS: 824 Pine St., Klamath Falls OR 97601, United States DESCRIPTION: Insurance sales 2) MOLATORE & CO. LLP (fka MOLATORE, SCROGGIN, PETERSON & CO. LLP) POSITION: CPA NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/01/1993 ADDRESS: 824 Pine St., Klamath Falls OR 97601, United States DESCRIPTION: CPA firm 3) J.H. HOUSE TRUST POSITION: TRUSTEE NATURE: TRUST INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 1/8/2007 DESCRIPTION: Trustee duties 4) [REDACTED] (INDIVIDUAL) POSITION: Co-Conservator NATURE: I am the Co-Conservator of [REDACTED]. [REDACTED] is the other Co-conservator. [REDACTED] runs about 90% of the activities. INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 10/01/2018 ADDRESS: 36730 South Chiloquin Road, Chiloquin OR 97624, United States DESCRIPTION: [REDACTED] has [REDACTED] limitations. [REDACTED] does most of the conservator duties for [REDACTED] and I am here to assist [REDACTED] when necessary.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-02 |
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