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Gerrin Patrick Degroot

Msp Wealth Management, LLC

Klamath Falls, OR

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Current Employers
Msp Wealth Management, Llc

824 Pine Street, Klamath Falls, OR 97601 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-01-12
TX RA APPROVED_RES 2022-12-21
  • OR RA
    APPROVED
    Since 2026-01-12
  • TX RA
    APPROVED_RES
    Since 2022-12-21

Branch Locations

824 Pine Street, Klamath Falls, OR 97601 • 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
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
  • 06/2004 → 10/2019
    1St Global Capital Corp
    Klamath Falls, OR
  • 07/1993 → Present
    Molatore & Co. Llp (Fka Molatore, Scroggin, Peterson & Co. Llp)
    Klamath Falls, OR
  • 02/2006 → 10/2019
    1St Global Advisors, Inc
    Klamath Falls, OR
  • 03/2006 → 03/2020
    Avantax Insurance Services
    Klamath Falls, OR
  • 10/2019 → 03/2020
    Avantax Advisory Services
    Irving, TX
  • 10/2019 → 03/2020
    Avantax Investment Services, Inc.
    Eagle Point, OR
  • 03/2020 → Present
    Klamath Falls, OR
Previous Registrations
  • 2019-10-25 → 2020-04-01
    Avantax Advisory Services
    Irving, TX
  • 2006-03-23 → 2019-10-25
    1St Global Advisors Inc
    Klamath Falls, OR
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-12-02
  • S66 Uniform Combined State Law Examination
    2004-12-02

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