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28600 Se Highway 212, Boring, OR 97009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-01-31 |
| UT | RA | APPROVED | 2022-08-18 |
| TX | RA | APPROVED | 2022-08-09 |
| WA | RA | APPROVED | 2022-08-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Fairview | OR | 04/2015 | 08/2022 |
| Avantax Insurance Agency Llc | Fairview | OR | 05/2018 | 08/2022 |
| Strada Financial Group Llc | Fairview | OR | 02/2022 | Present |
| Strada Financial Group Llc | Fairview | OR | 05/2015 | Present |
1) Strada Tax & Consulting. 1510 NE Village St, Fairview, OR 97024. Tax planning and preparation. Owner and advisor. 40 hrs/mo; 30 during trading hrs. 2) Insurance Licensed less than 1 hr per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-12 |
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