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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-07-30 |
Branch Locations
210 West 8Th St, Medford, OR 97501 • United States
116 Ne Manzanita Avenue, Grants Pass, OR 97526 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Eugene | OR | 01/2012 | 03/2019 |
| Bni Global Llc | Portland | OR | 05/2017 | 07/2025 |
| American Family Life Assurance Company Of Columbus | Columbus | GA | 08/2017 | Present |
| Transamerica Employee Benefits | Little Rock | AR | 11/2017 | 03/2019 |
| Bni Oregon & Sw Washington | Portland | OR | 03/2019 | 06/2022 |
| Medford Unified School District | Medford | OR | 03/2019 | Present |
| Barrett Business Services | Medford | OR | 12/2018 | Present |
| United Planners' Financial Services Of America A Limited Partner | Scottsdale | AZ | 03/2019 | Present |
| James Monroe Independent Insurance | Medford | OR | 03/2019 | Present |
| Net Law Group, Inc | Louisville | KY | 06/2019 | 09/2021 |
| Oregon Pacific Financial Advisors | Medford | OR | 09/2020 | Present |
| Bni Global | Portland | OR | 09/2023 | 10/2023 |
1.) MEDFORD UNIFIED SCHOOL DISTRICT 549C - ASSISTANT WRESTLING COACH - WRESTLING COACH - MEDFORD, OR - SINCE 03/2019 - NOT INVESTMENT RELATED 2.) JAMES MONROE - INSURANCE AGENT - NON-VARIABLE INSURANCE - MEDFORD, OR - SINCE 03/2019 - INVESTMENT RELATED 3.) BARRETT BUSINESS SERVICES INC - REFERRAL PARTNER - PAYROLL, HR SERVICES, WORK COMP INSURANCE AND BUSINESS PLANNING - MEDFORD, OR - SINCE 03/2019 - NOT INVESTMENT RELATED 4.) OREGON PACIFIC FINANCIAL ADVISORS, INC - REPRESENTATIVE - DBA NAME FOR MARKETING PURPOSES ONLY - MEDFORD, OR - SINCE 07/2019 - INVESTMENT RELATED 5.) JAMES MONROE LLC - OWNER - LLC FOR ACCOUNTING PURPOSES ONLY - MEDFORD, OR - SINCE 01/2021 - INVESTMENT RELATED 6.) PODCAST HOST - HOST - IT IS A NON-FINANCIAL RELATED PODCAST I AM GOING TO HOST - MEDFORD, OR - SINCE 01/2023 - NOT INVESTMENT RELATED 7.) OREGON PACIFIC FINANCIAL ADVISORS - FINANCIAL PLANNER & RETIREMENT PLAN SPECIALIST - REGISTERED INVESTMENT ADVISOR - MEDFORD, OR - SINCE 08/2020 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 2011-02-28 |
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