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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-12-05 |
Branch Locations
3369 Crater Lake Hwy Suite 101, Medford, OR 97504 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities | Medford | OR | 02/2016 | 03/2017 |
| Mml Investors Services, Llc | Medford | OR | 03/2017 | 07/2021 |
| Massmutual Life Insurance Company | Medford | OR | 07/2016 | 04/2021 |
| Lpl Financial Llc | Medford | OR | 07/2021 | 11/2025 |
| Osaic Wealth | Medford | OR | 11/2025 | Present |
1. 07/20/2021 - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 03/2017 2.RYAN WESTFALL, LLC POSITION: President NATURE: Single member LLC for financial business commissions. Not held out to public. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/10/2021 ADDRESS: 2675 Roberts Road, Medford OR 97504, United States DESCRIPTION: This is a holding name only for my business commissions to come into and be dispersed from. Not used or held out to the public, but for record keeping only. 3.COVERGEAR, LLC POSITION: President NATURE: Multi member LLC, Partnership INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 08/25/2025 ADDRESS: 2675 Roberts Road, MEDFORD OR 97504, United States DESCRIPTION: Creation and sales of outdoor adventure products. 4.LIFE INSURANCE POSITION: agent NATURE: Non Securities Insurance...ie term life and fixed annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 03/05/2005 ADDRESS: 2675 Roberts Road, MEDFORD OR 97504, United States DESCRIPTION: Selling non security products within my practice 5.MAX ENERGY SOLAR CLEANING POSITION: President NATURE: LLC Partnership INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/19/2022 ADDRESS: 2675 Roberts Road, MEDFORD OR 97504, United States DESCRIPTION: Discuss marketing, ads, and business endeavors with my children who run the business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2005-03-09 |
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