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3200 N. Central Ave Suite #200, Phoenix, AZ 85012 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-15 |
| OR | RA | APPROVED | 2020-06-04 |
Branch Locations
5402 River Rd N, Keizer, OR 97303 • United States
2755 Commercial St Se, Salem, OR 97302 • United States
2890 Willamette St., Eugene, OR 97405 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Wilsonville | OR | 05/2018 | 05/2020 |
| Oregon State Cu | Manmouth | OR | 06/2016 | 01/2017 |
| Western Oregon University | Manmouth | OR | 01/2017 | 03/2017 |
| First Tech Federal Credit Union | Salem | OR | 03/2017 | 04/2018 |
| Raymond James Financial Services Advisors Inc. | Wilsonville | OR | 08/2018 | 05/2020 |
| First Tech Federal Credit Union | Wilsonville | OR | 04/2018 | 04/2018 |
| Securities America, Inc. | Wilsonville | OR | 05/2020 | 06/2024 |
| Pfg Advisors | Wilsonville | OR | 05/2020 | Present |
| Osaic Wealth, Inc. | Eugene | OR | 06/2024 | 11/2025 |
| United Planners | Scottsdale | AZ | 11/2025 | Present |
| Michael Tomscha | Salem | OR | 12/2019 | Present |
| Real Estate Ownership Landlord | Salem | OR | 12/2021 | Present |
1.) REAL ESTATE OWNERSHIP LANDLORD - OWNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - SALEM, OR - SINCE 12/2021 - INVESTMENT RELATED 2.) MICHAEL TOMSCHA - AGENT - NON-VARIABLE INSURANCE - SALEM, OR - SINCE 12/2019 - INVESTMENT RELATED 3.) PFG ADVISORS - FINANCIAL ADVISOR - REGISTERED INVESTMENT ADVISOR - EUGENE, OR - SINCE 06/2020 - INVESTMENT RELATED 4.) OCCU WEALTH MANAGEMENT - ASSOCIATE - DBA NAME FOR MARKETING PURPOSES ONLY - EUGENE, OR - SINCE 05/2020 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-14 |
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