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1781 Liberty Street Se Suite 200, Salem, OR 97302 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-10-29 |
| OR | RA | APPROVED | 2012-09-17 |
Branch Locations
1781 Liberty Street Se Suite 200, Salem, OR 97302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| True Private Wealth Advisors, Llc | Salem | OR | 08/2012 | Present |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 08/2012 | 11/2023 |
1) I AM A LICENSED INSURANCE AGENT 2)1781 LIBERTY, LLC; INVESTMENT RELATED; 1781LIBERTY STREET, S.E., SALEM, OR 97302; OWNERSHIP OF 2-STORY OFFICE BUILDING; LEASING OF OFFICE BUILDING; MEMBER(ONE OF FOUR MEMBERS OF LLC THAT OWNS BUILDING). START DATE: 01/08/2021; BUILDING OCCUPANCY WILL BEING IN09/13/2022; DEVOTE APPROXIMATELY 2 HOURS PER MONTH TO BUILDING-RELATED ISSUES, WITH SOME MONTHS HIGHER.OUR FIRM WILL BE LOCATED IN THE BUILDING. EXCEPT IN CASE OF AN EMERGENCY, MY 3 PARTNERS AND I DO NOT EXPECT TO SPEND MORE THAN ONE HOUR PER DAY ON AVERAGE DURING TRADING HOURS ON BUILDING-RELATED ISSUES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-22 |
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