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2330 West Joppa Road Suite 320, Lutherville, MD 21093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2016-10-28 |
Branch Locations
2330 West Joppa Road Suite 320, Lutherville, MD 21093 • United States
855 Sw Yates Drive Suite 101, Bend, OR 97702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axia Valuation Llc | Bend | OR | 06/2002 | Present |
| Axia Wealth Management Inc. | Bend | OR | 05/2008 | 10/2016 |
| Black Diamond Financial, Llc | Towson | MD | 10/2016 | Present |
| Central Oregon Community College | Bend | OR | 01/2013 | 04/2020 |
| Callan Accounting Cpa's & Advisors, Llc | Bend | OR | 06/2021 | Present |
| Mountain Top, Llc | Bend | OR | 04/2021 | Present |
Mr. Svendsen spends approximately 25% of his time on the following: 1. Paul W. Svendsen has an affiliated business as a Certified Public Accountant (CPA) with Axia Valuation LLC. He has been licensed since 1987. 2. Callan Accounting CPA's & Advisors, LLC; investment related; 855 SW Yates Dr. #101, Bend, OR 97702; Accounting Services; Owner; June 2021; 10 hrs./month; 0 hrs. during trading; Assisting clients with general financial planning and estate planning suggestions other than investment related planning. 3. Mountain Top, LLC; not investment related; CPA firm; Member/Owner; April 2021; 2 hrs./month; 2 hrs. during trading; Provides oversight of firm activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-06-02 |
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