Chelsea Anne Mayer

Employer firm

2260 West CRD 310460

$76.2M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers

2260 West

2796 Nw Clearwater Dr, Bend, OR 97703 • United States

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2020-11-10

OR RA
APPROVED

Since 2020-11-10

Branch Locations

2796 Nw Clearwater Dr, Bend, OR 97703 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Patrick Casey & Co. Llp	Bend	OR	10/2016	Present
Moss Adams Llp	Portland	OR	01/2015	10/2016

10/2016 → Present

Patrick Casey & Co. Llp

Bend, OR
01/2015 → 10/2016

Moss Adams Llp

Portland, OR

Other Businesses

NAME OF THE OTHER BUSINESS: PATRICK CASEY & CO. LLP IS THE BUSINESS INVESTMENT-RELATED? NO NATURE OF THE OTHER BUSINESS: CPA FIRM YOUR POSITION: CPA TITLE: STAFF CPA RELATIONSHIP WITH THE OTHER BUSINESS: N/A APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO OTHER BUSINESS: 173.33 NUMBER OF HOURS DEVOTED TO OTHER BUSINESS DURING TRADING HOURS: N/A BRIEFLY DESCRIBE YOUR DUTIES RELATING TO OTHER BUSINESS: CPA THAT PREPARES VARIOUS TYPES OF INCOME TAX RETURNS AND ACCOUNTING RELATED FUNCTIONS.