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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-01-24 |
Branch Locations
1600 Valley River Drive Suite 150, Eugene, OR 97401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwest Retirement Services | Eugene | OR | 10/2018 | 05/2023 |
| Roseburg Forest Products | Riddle | OR | 02/2018 | 10/2018 |
| Dutch Bros Coffee | Roseburg | OR | 05/2015 | 02/2018 |
| Royal Alliance Associates, Inc. | Eugene | OR | 12/2022 | 05/2023 |
| Lincoln Financial Advisors | Eugene | OR | 05/2023 | 01/2025 |
| Osaic Wealth, Inc. | Eugene | OR | 01/2025 | Present |
1. CHELSEY ARMSTRONG, 1600 VALLEY RIVER DR., STE. 150, EUGENE, OR 97401 CATEGORY: NOTARY PUBLIC INVESTMENT RELATED: NO TITLE: NOTARY PUBLIC DUTIES: PROVIDE NOTARY SERVICES AS NEEDED. START DATE: 12/14/2022 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 2. ASCEND WEALTH PARTNERS POSITION: Paraplanner NATURE: Advisory Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 112 SECURITIES TRADING HOURS: 112 START DATE: 06/01/2023 ADDRESS: 1600 Valley River Dr. Suite 150, Eugene OR 97404, United States DESCRIPTION: Prepping meetings Training Emailing clients Building retirement plans Prep paperwork Meeting Follow up Run reports Run quotes and illustrations Execute trades Internal research
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-22 |
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