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572 Sw Bluff Drive #100, Bend, OR 97702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-11 |
| OR | RA | APPROVED | 2024-01-11 |
| TX | RA | APPROVED_RES | 2022-02-09 |
| WA | RA | APPROVED | 2021-08-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Copia Wealth Management | Bend | OR | 02/2016 | Present |
| Kms Financial Services, Inc. | Seattle | WA | 03/2016 | 11/2020 |
| Securities America, Inc. | Bend | OR | 11/2020 | 06/2021 |
| Arbor Point Advisors | Bend | OR | 11/2020 | 06/2021 |
| Copia Wealth Management | Bend | OR | 04/2021 | Present |
Bend-LaPine School District - I am the Head Boys Golf Coach at Bend Senior High School. I started in February of 2018. Our season typically runs for about 10 weeks in the Spring every year. This is a paid position and requires about 15 hours per week of my time during the 10 week season. It is not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-31 |
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