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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-22 |
| CA | RA | APPROVED | 2023-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2018 | 01/2020 |
| Perl Funeral Home | Medford | OR | 01/2018 | 06/2018 |
| Musgrove Family Mortuaries And Cemeteries | Springfield | OR | 06/2017 | 12/2017 |
| Family Heritage Life Insurance Company | Springfield | OR | 03/2017 | 05/2017 |
| American Income Life Insurance Company | Springfield | OR | 02/2017 | 03/2017 |
| Unemployed | Springfield | OR | 12/2016 | 02/2017 |
| Northwest Christian University | Eugene | OR | 09/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Roseburg | OR | 05/2021 | 07/2022 |
| Wells Fargo Bank, Na | Roseburg | OR | 04/2021 | 07/2022 |
| Russ Wimmer State Farm | Medford | OR | 11/2020 | 04/2021 |
| Committee To Re-Elect Judge Thueson | Central Point | OR | 01/2020 | 11/2020 |
| Mariner Wealth Advisors | Eugene | OR | 07/2022 | 12/2022 |
| State Farm Insurance | Roseburg | OR | 04/2023 | 06/2023 |
| State Farm Vp Management Corp. | Roseburg | OR | 05/2023 | 06/2023 |
| Unemployed | Roseburg | OR | 01/2023 | 03/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Eugene | OR | 06/2023 | Present |
| Royal Caribbean Cruise Lines | Springfield | OR | 09/2016 | 10/2016 |
| Bank Of America, N.A. | Eugene | OR | 07/2023 | Present |
I*3841289 Entity Type: Entity Charitable Name of OBA: Umpqua Valley Arts Association Address: Roseburg, Oregon, 97471 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 03/24/2026 Number of Hours: 4, Monthly Number of Hours during trading: 0, Monthly Duties: Its purpose is to support, promote, and grow the arts throughout the local community of Roseburg Oregon and the surrounding area of Douglas County. Their work centers on art education, community engagement, and providing space for artists to create and exhibit their work. Uphold their mission to foster support for the arts, advocate for arts education, show support for and engage community involvement in the gallery and their summer art festival, assist in drafting policy, be involved in strategic planning, attend and volunteer at gallery events, and ensure UVAA remains a strong cultural resource,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-06 |
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