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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-10-09 |
| TX | RA | APPROVED_RES | 2025-10-07 |
Branch Locations
3369 Crater Lake Hwy Suite 101, Medford, OR 97504 • United States
1200 Mira Mar Ave, Medford, OR 97504 • United States
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 |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) | Medford | OR | 02/1999 | 03/2017 |
| Ameriprise Financial Services Inc | Medford | OR | 03/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | Medford | OR | 03/2020 | 10/2025 |
| Osaic Wealth | Medford | OR | 10/2025 | Present |
1. MBD PROPERTIES LLC POSITION: 100% shareholder NATURE: a LLC formed to hold real estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2016 ADDRESS: 3369 Crater Lake Hwy, PO box 1585, Medford OR 97504, United States DESCRIPTION: a shell LLC to hold properties. each property has been separately disclosed as a OBA 2. MILL CREEK DR POSITION: sole proprietor NATURE: sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2023 ADDRESS: Mill Creek Dr, PO box 1585, Prospect OR 97539, United States DESCRIPTION: oversee bare property and developing a homesite 3. MARK DEGNER POSITION: owner NATURE: Sole proprietorship, rental single family residence. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2005 ADDRESS: 83 Kee Lane, PO box 1585, Shady Cove OR 97539, United States DESCRIPTION: oversee property as landlord 4. MARK DEGNER POSITION: owner NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2004 ADDRESS: 3600 Terminal Spur Rd., Medford OR 97504, United States DESCRIPTION: To oversee the property as the landlord for FedEx, the tenant 5. MARK DEGNER POSITION: owner NATURE: rental Single family residence INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2017 ADDRESS: 81 Kee Lane, PO Box 1585, Shady Cove OR 97539, United States DESCRIPTION: oversee property as landlord 6. MARK DEGNER POSITION: owner NATURE: a commercial warehouse divided into 3 spaces, separately rented INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2017 ADDRESS: 50 Brophy Ln, PO Box 1585, Shady Cove OR 97539, United States DESCRIPTION: oversee property as landlord 7. C&D CONSTRUCTION POSITION: 50% partner NATURE: Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 05/18/2026 ADDRESS: P.O.Box 1585, Shady Cove OR 97539, United States DESCRIPTION: Funding construction of spec homes. Some oversight of process, but my partner is a general contractor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-09 |
| S65 | Uniform Investment Adviser Law Examination | 1993-07-09 |
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