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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-11-03 |
| TX | RA | APPROVED_RES | 2023-11-03 |
Branch Locations
19785 Village Office Court Suite 101, Bend, OR 97702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Portland | OR | 05/2000 | 09/2021 |
| Fsc | Bend | OR | 09/2021 | Present |
| Osaic Wealth, Inc. | Bend | OR | 11/2023 | Present |
1) Real Estate Ownership; Single Family; Bend, OR; Not Investment Related; Aug 2013. 2) BILL LAWLER POSITION: piano player NATURE: sole prop INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/29/2022 ADDRESS: 1486 NW Quincy Ave, Bend OR 97703, United States DESCRIPTION: Playing piano in a local band for fun. Get paid varying amounts for performing, depending on the venue. Pubs mostly. Pay is split amongst the 5 band members equally. 3) WILLIAM & KRISTINA LAWLER POSITION: co-owner w/ my wife NATURE: renting the detached garage-turned cottage of our primary residence INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2023 ADDRESS: 1486 NW Quincy Ave, Bend OR 97703, United States DESCRIPTION: perform maintenance of the property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-07-13 |
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