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True Private Wealth Advisors, LLC CRD 164947
$1.43B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1781 Liberty Street Se Suite 200, Salem, OR 97302 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-09-01 |
| TX | RA | APPROVED | 2023-09-01 |
Branch Locations
400 Ne 2Nd St., Mcminnville, OR 97128 • United States
1781 Liberty Street Se Suite 200, Salem, OR 97302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Capital Financial Advisers, Llc | Newport Beach | CA | 07/2015 | 05/2019 |
| True Private Wealth Advisors, Llc | Salem | OR | 09/2023 | Present |
| Goldman Sachs Personal Financial Management | Mcminnville | OR | 05/2019 | 09/2023 |
1. Owner at Patman, LLC, a commercial property holding company. Organization's primary address is in McMinnville, OR. Organization is not primarily engaged in investment-related activities. Start Date is July 12th, 2016. Six hours per year. Duties include depositing income in the LLC's bank account.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-09 |
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