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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2019-08-09 |
Branch Locations
1903 Austin Street Suite A, Klamath Falls, OR 97601 • United States
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisors Llc | Denver | CO | 01/2013 | 08/2019 |
| Degroot Investments Inc | Klamath Falls | OR | 04/2019 | Present |
| United Planners' Financial Services Of America A Limited Partner | Scottsdale | AZ | 08/2019 | Present |
| Landmark Wealth Advisors | Los Angeles | CA | 03/2020 | 10/2020 |
| Commercial Rental Property | Klamath Falls | OR | 04/2006 | Present |
1.) COMMERCIAL RENTAL PROPERTY - PARTNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - KLAMATH FALLS, OR - SINCE 04/2006 - INVESTMENT RELATED 2.) BASIN UNITED SOCCER CLUB - PRESIDENT- COMMUNITY, CIVIC OR CHARITABLE BOARD MEMBER OR OFFICER - KLAMATH FALLS, OR - SINCE 06/2016 - NOT INVESTMENT RELATED 3.) DEGROOT INVESTMENTS - OWNER/PRESIDENT - CORP FOR BUSINESS EXPENSES - KLAMATH FALLS, OR - SINCE 04/2019 - INVESTMENT RELATED 4.) RESIDENTIAL RENTAL PROPERTIES - PARTNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - KLAMATH FALLS, OR - SINCE 01/2012 - INVESTMENT RELATED 5.) DEGROOT INVESTMENT ADVISORS - PRESIDENT - DBA NAME FOR MARKETING PURPOSES ONLY - KLAMATH FALLS, OR - SINCE 06/2019 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-30 |
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