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1200 Executive Parkway Suite 430, Eugene, OR 97401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-04-06 |
Branch Locations
1200 Executive Parkway Suite 430, Eugene, OR 97401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Journey Tree, Llc | Eugene | OR | 10/2017 | 02/2025 |
| Lane Community College Center For Accessible Resources | Eugene | OR | 05/2017 | 10/2017 |
| Unemployed | Eugene | OR | 12/2016 | 05/2017 |
| Aks Engineering & Forestry | Tualatin | OR | 10/2013 | 12/2016 |
| Mainsail Financial Group, Llc | Eugene | OR | 03/2025 | 03/2026 |
| Integrity Wealth Llc | Eugene | OR | 04/2026 | Present |
| Jp Home Renovation, Llc | Eugene | OR | 02/2022 | Present |
1) JP Home Renovation, LLC; Not investment-related; Eugene, OR 97402; General Contractor; Co-Owner; Assistance with marketing and bookkeeping for co-owned general contracting business; Approx. 5% of time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-30 |
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