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1200 Executive Parkway Suite 430, Eugene, OR 97401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-06-17 |
Branch Locations
1200 Executive Parkway Suite 430, Eugene, OR 97401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Eugene | OR | 08/2015 | 05/2018 |
| True Private Wealth Advisors, Llc | Eugene | OR | 05/2018 | 06/2024 |
| Integrity Wealth Llc | Eugene | OR | 06/2024 | Present |
Retirement Intelligence, LLC; Investment-related; Same address; Educational classes covering retirement planning topics; Owner; Since 03/2023; Less than 5% of time per month; Create and provide educational classes and material covering retirement planning topics
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2012-02-14 |
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