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2350 Oakmont Way, Suite 104, Eugene, OR 97401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2020-08-21 |
Branch Locations
2350 Oakmont Way, Suite 104, Eugene, OR 97401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 44 Wealth Management Llc | Eugene | OR | 08/2020 | Present |
| Colgate University | Hamilton | NY | 08/2016 | 05/2020 |
| Kenmore Air Harbor, Inc. | Seattle | WA | 05/2017 | 08/2017 |
| Office Of Residential Life Colgate University | Hamilton | NY | 08/2017 | 05/2018 |
| Bank Of America Merrill Lynch | Fort Worth | TX | 05/2018 | 08/2018 |
| Bank Of America Merrill Lynch | Eugene | OR | 12/2018 | 01/2019 |
| Bank Of America Merrill Lynch | Eugene | OR | 05/2019 | 08/2019 |
| Office Of Residential Life Colgate University | Hamilton | NY | 08/2019 | 03/2020 |
| N/A | Eugene | OR | 05/2020 | 08/2020 |
Marist Catholic High School Foundation, Not investment Related, Eugene, OR, Educational Organization, Board Member, 09/2024, 0 hours during trading hours, 2 hours total, Board Member supporting the operations of the group.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-18 |
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