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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
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 |
|---|---|---|---|---|
| Umpqua Investments, Inc. | Coos Bay | OR | 12/2002 | 01/2021 |
| Fsc | Coos Bay | OR | 01/2021 | 11/2023 |
| Osaic Wealth, Inc. | Coos Bay | OR | 11/2023 | Present |
1. HOPE CHRISTIAN CHURCH POSITION: Senior pastor NATURE: Presumed 501C3 Religious organization INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 09/30/2013 ADDRESS: 1954 Union Ave, North Bend OR 97459, United States DESCRIPTION: Creating and presenting Bible studies and Sunday sermons, presiding over weddings, funerals, dedications, and general pastoral activities 2. KALYX CAPITAL POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 01/07/2021 ADDRESS: 604 Harriman St, Bend OR 97703, United States DESCRIPTION: Independent Financial Advisor being supervised by Kalyx as OSJ
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 1991-09-30 |
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