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824 Pine Street, Klamath Falls, OR 97601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Molatore Scroggin Peterson & Co. | Klamath Falls | OR | 08/2006 | 03/2020 |
| 1St Global Capital Corp | Klamath Falls | OR | 09/2006 | 10/2019 |
| 1St Global Advisors, Inc. | Klamath Falls | OR | 03/2007 | 10/2019 |
| Avantax Insurance Services | Klamath Falls | OR | 06/2007 | 03/2020 |
| Avantax Investment Services, Inc. | Klamath Falls | OR | 10/2019 | 03/2020 |
| Avantax Advisory Services | Irving | TX | 10/2019 | 03/2020 |
| Msp Wealth Management, Llc | Klamath Falls | OR | 03/2020 | Present |
1) RENTAL PROPERTY; POSITION: RENTAL NATURE: REAL ESTATE INVESTMENT RELATED: Yes; NUMBER OF HOURS: null; SECURITIES TRADING HOURS: null; START DATE: 01/10/2011; ADDRESS: Klamath Falls OR 97601, United States; DESCRIPTION: MY PREVIOUS RESIDENCE IS NOW A RENTAL, LEASED TO A TENANT ON A THREE YEAR LEASE. MAINTAIN INSURANCE AND COLLECT PAYMENTS. TENANT IS RESPONSIBLE FOR REPAIRS AND IMPROVEMENTS WANTED AS THEY HAVE THE OPTION TO PURCHASE PRIOR TO THE THREE YEAR LEASE BEING OVER. 2) THRIVACIOUS CONSULTING; POSITION: CORPORATE SPEAKING, TRAINING, COACHING ON LEADERSHIP AND COMMUNICATION; NATURE: Corporate speaking, training, coaching on leadership and communication; INVESTMENT RELATED: No; NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0; START DATE: 07/15/2016; ADDRESS: Klamath Falls OR 97601, United States; DESCRIPTION: Training groups and individuals; keynote speaking. 3) FIXED INDEXED ANNUITIES; POSITION: Producer; NATURE: Fixed indexed annuity sales; INVESTMENT RELATED: Yes; NUMBER OF HOURS: 1; SECURITIES TRADING HOURS: 1; START DATE: 08/18/2016; ADDRESS: Klamath Falls OR 97601, United States; DESCRIPTION: research, and recommend appropriate indexed annuities. 4) DISCIPLES CHURCH; POSITION: Pastor; NATURE: Church; INVESTMENT RELATED: No; NUMBER OF HOURS: 40/month; SECURITIES TRADING HOURS: 0; START DATE: 02/07/2021; ADDRESS: 3206 Onyx Ave, Klamath Falls, OR 97601, United States; DESCRIPTION: Teaching the Bible; Preaching - Lead Worship and Prayer.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-28 |
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