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243 Sw Scalehouse Loop Suite 5B, Bend, OR 97702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-10-14 |
| OR | RA | APPROVED | 2025-01-02 |
| ID | RA | APPROVED | 2021-10-18 |
| TX | RA | APPROVED_RES | 2021-04-21 |
Branch Locations
243 Sw Scalehouse Loop Suite 5B, Bend, OR 97702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Bend | OR | 06/2012 | 04/2017 |
| Axiom Wealth Strategies, Llc | Bend | OR | 03/2021 | Present |
| Cascade Financial Strategies | Bend | OR | 04/2017 | 12/2021 |
| Axiom Tax Strategies | Bend | OR | 10/2025 | Present |
Name of the other business - Axiom Tax Strategies Whether the business is investment-related - No Address of the other business: Same as Axiom Wealth Strategies, LLC Nature of the other business : tax Title or relationship with the business - Owner/100% Start date of the relationship: October 2025 Approximate number of hours per month devoted to the business: 5 Hours per month during securities trading hours: 0 Brief description of your duties: oversight and business execution. Name of the other business: Immanual Classical School Whether the business is investment-related: No Address of the other business: None at this time? (12594 W Explorer Dr. Boise, ID 83713) Nature of the other business: Education Your title or relationship with the business: Board Member Start date of the relationship: 10/20/2025 Approximate number of hours per month devoted to the business: 30 hours per month Hours per month during securities trading hours: 0 zero hours Brief description of your duties: Organize and execute school duties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 2008-06-02 |
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