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824 Pine Street, Klamath Falls, OR 97601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Msp Wealth Management | Klamath Falls | OR | 07/2007 | Present |
| 1St Global Capital Corp | Klamath Falls | OR | 06/2011 | 10/2019 |
| 1St Global Advisors, Inc | Klamath Falls | OR | 06/2011 | 10/2019 |
| Avantax Advisory Services | Irving | TX | 10/2019 | 03/2020 |
| Avantax Investment Services, Inc. | Klamath Falls | OR | 10/2019 | 03/2020 |
| Msp Wealth Management, Llc | Klamath Falls | OR | 03/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-02-16 |
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