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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-09-18 |
Branch Locations
35 Nw Hawthorne Avenue, Bend, OR 97703 • United States
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cory Mahaffey | Portland | OR | 05/2019 | 05/2022 |
| Northwestern Mutual Investment Services Llc | Portland | OR | 05/2019 | 12/2021 |
| Cory Mahaffey | Portland | OR | 10/2018 | 05/2019 |
| Unemployed | Na | OR | 03/2018 | 10/2018 |
| Edward Jones | Tempe | AZ | 06/2017 | 03/2018 |
| Student | Corvallis | OR | 11/2016 | 06/2017 |
| The Aroundcampus Group | Durham | NC | 05/2016 | 11/2016 |
| Alex Fitch | Bend | OR | 11/2021 | 05/2022 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2022 | 12/2022 |
| Eagle Wealth Management | Bend | OR | 03/2024 | 09/2025 |
| Self-Employed | Bend | OR | 12/2022 | 02/2024 |
| Mercer Global Advisors Inc. | Bend | OR | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-16 |
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