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Garrett Benjamin Bergby

Treeline Financial Planning

Bend, OR

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Current Employers
Treeline Financial Planning

Bend, OR • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-09-30
OR RA APPROVED 2020-01-17
  • TX RA
    APPROVED_RES
    Since 2022-09-30
  • OR RA
    APPROVED
    Since 2020-01-17

Branch Locations

Bend, OR • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fincham Financial Group - New York Life Bend OR 09/2013 07/2019
Fincham Financial Group - New York Life Bend OR 07/2019 12/2019
Treeline Financial Planning Llc Bend OR 11/2019 Present
  • 09/2013 → 07/2019
    Fincham Financial Group - New York Life
    Bend, OR
  • 07/2019 → 12/2019
    Fincham Financial Group - New York Life
    Bend, OR
  • 11/2019 → Present
    Treeline Financial Planning Llc
    Bend, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-12-16
S63 Uniform Securities Agent State Law Examination 2014-02-20
  • S65 Uniform Investment Adviser Law Examination
    2019-12-16
  • S63 Uniform Securities Agent State Law Examination
    2014-02-20
Other Names
  • Garrett B Bergby

View on SEC IAPD

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