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Stacy Deanne Dervin

Tailored Financial Planning

Eugene, OR

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Current Employers
Tailored Financial Planning

Eugene, OR • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APP_PEND_IARCE 2026-01-01
  • OR RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

Eugene, OR • 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
OrganizationCityStateFromTo
Sapient Private Wealth Management, Llc Eugene OR 04/2021 02/2023
Eco Kids Village Eugene OR 04/2017 03/2021
University Of Oregon Foundation Eugene OR 07/2004 04/2017
44 Wealth Management, Llc Eugene OR 03/2023 05/2023
Tailored Financial Planning, Llc Eugene OR 08/2023 Present
Previous Registrations
Designations
Other Names
  • Stacy Deanne Derrin
  • Stacy Hunter

View on SEC IAPD

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