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241 Maple Street Suite 101, Ashland, OR 97520 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-11-17 |
Branch Locations
241 Maple Street Suite 101, Ashland, OR 97520 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Planning Specialist | Ashland | OR | 11/2008 | 08/2019 |
| Sagepoint Financial, Inc. | Phoenix | AZ | 01/2009 | 08/2019 |
| S & P Financial, Inc. Dba Financial Planning Specialists | Ashland | OR | 09/2019 | Present |
1) PATTERSON CONSULTING LLC; POSITION: President NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2014 ADDRESS: 645 A St, Ashland OR 97520; DESCRIPTION: Maintain entity records for tax purposes. ***2) PATTERSCOTT LLC POSITION: 50% owner NATURE: Owns lot that will become a multi-use building. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 STARTDATE: 06/25/2018 ADDRESS: 2493 Pioneer Rd, Talent OR 97540, United States DESCRIPTION: Own and occupy once built.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-30 |
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