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Ashland, OR • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-12-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| True Purpose Advisors, Llc | Ashland | OR | 02/2015 | Present |
| Retirement Asset Managers, Inc. | King City | OR | 05/2017 | 06/2018 |
I provide life insurance sales through the same business entity as my investment advisory services, True Purpose Advisors, LLC of which I am CEO/CCO. I work 15 hours per week on these other services. I own and operate a business consulting business through a separate entity, ProfitMax Professionals, LLC of which I am the Managing Member. I work 30-40 hours per week in this business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-12 |
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