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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-24 |
| OR | RA | APPROVED | 2019-06-03 |
Branch Locations
800 Willamette Street Suite 730, Eugene, OR 97401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Eugene | OR | 11/2012 | 06/2019 |
| Commonwealth Financial Network | San Diego | CA | 06/2019 | Present |
| Blue River Group, Llc | Eugene | OR | 06/2019 | Present |
1. Fixed insurance sales, as an Agent; As of 06/03/2019; Approximately 10% time spent during regular business hours; Conducted at branch; Investment related. 2. Sole owner, Blue River Group, LLC; Private entity used to facilitate securities and advisory business; as of 06/03/19; 1% time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-17 |
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