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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED | 2025-09-05 |
Branch Locations
841 O'HAre Parkway Ste 200, Medford, OR 97504 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rogue Credit Union | Medford | OR | 07/2013 | 12/2024 |
| Cetera Investment Services Llc | St Cloud | MN | 03/2019 | 12/2024 |
| Cetera Investment Advisers Llc | Medford | OR | 05/2019 | 12/2024 |
| Avantax Investment Services Inc | Medford | OR | 12/2024 | 09/2025 |
| Avantax Advisory Services | Medford | OR | 12/2024 | 09/2025 |
| Avantax Insurance Services | Medford | OR | 12/2024 | 09/2025 |
| Kdp Wealth Management Llc | Medford | OR | 12/2024 | Present |
| Cetera Wealth Services, Llc | Medford | OR | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
| Kdp Wealth | Eagle Point | OR | 06/2025 | Present |
1) KDP WEALTH MANAGEMENT LLC POSITION: Wealth Advisor NATURE: KDP Wealth Management, LLC provides premium, tax-optimized Private Wealth Management services. KDP offers retirement income planning services, financial planning services and legacy planning services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 120 START DATE: 12/09/2024 ADDRESS: 841 O'Hare Parkway Ste. 200, Medford OR 97504, United States DESCRIPTION: As a Wealth Advisor, I will provide advice to individuals and businesses, make recommendations and complete full financial plans to review, implement and monitor. I will create retirement income plans for the decumulation phase of retirement. 2) NAME OF OTHER BUSINESS: KDP WEALTH INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 6/18/2025, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-17 |
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