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105 Nw Riverfront Street, Bend, OR 97703 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-09-30 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Securities, Inc. | Camarillo | CA | 10/2015 | 11/2019 |
| Northline Wealth Management, Llc | Bend | OR | 10/2015 | Present |
1. RAE Family Foundation, Non-profit, Start Date: 2009, 252 7th Avenue New York, NY 10001, Family Foundation/Secretary, Not investment related, 5 hours per month, 0 hours per day during trading hours. Family Foundation. 2. Bend Paddle Trail Alliance, Non-profit, Start Date: 2005, 707 NW Hill St. Bend, OR 97701,Board of Directors, Not investment related, 5 hours per month, 0 hours per day during trading hours. River Recreation. 3. Bend Outdoor Worx, LLC, Start Date: 08/2015, 64085 Tanglewood Rd. Bend, OR 97701, Mentorship for start up companies/Partner, Not investment related, 20 hours per month, 0 hours per day during trading hours. Mentorship. 4. Enrg Kayaking, LLC, Start Date: 01/2013, 2504 SE Tibbetts Street, Portland, OR 97702, River raft/Kayak Tour Operator/Partner, Not investment related, 10 hours per month, 0 hours per day during trading hours. Kayaking River Recration Instructor. 5. Crump Life Insurance Service, Inc., Corporation, Start Date: 02/12/2016, 4135 North Front Street, Harrisburg, PA 17110, General Insurance Agency/Agent, Life Insurance, Not Investment Related, .5 hours per month, 0 hours per day during trading hours. 6. Rios Lodge, Non Investment Related, Costa Rica, Vacating Lodging, Partner, 2/2023, 10 Hours per month, 0 Hours during trading hours. Promote lodge and run day to day activities. 7. CHAII, Non investment related, conservation work, partner 06/2023, 3 hours per month, 0 hours during trading hours, promote and support land conservation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-06 |
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