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Bend, OR • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-12-18 |
| WA | RA | APPROVED | 2012-06-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sundowner Capital Management Llc | Bend | OR | 04/2000 | Present |
St. Charles Health System Board Member 2400 NE Neff Road, Bend OR 97701 Start Date: May 2008 40 Hours Per Month As a member of the Board of Directors I am trustee, as well as Chair of the Audit and Compliance Committee. Mechanics Bank Board Member 1350 N Main Street, Walnut Creek CA 94596 Start Date: January 2013 8 Hours Per Month I am a member of the Board of Directors as well as a Member of the Trust Committee.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 1991-08-02 |
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