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Range Financial Group, LLC CRD 290001
$408M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
7307 Sw Beveland St #110, Tigard, OR 97223 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-11-11 |
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 |
|---|---|---|---|---|
| Heitt Health Corp | Lake Oswego | OR | 08/2012 | 02/2017 |
| Fidelity Brokerage Services Llc | Tigard | OR | 10/2018 | 10/2020 |
| Wells Fargo Investments | Portland | OR | 02/2017 | 09/2018 |
| Range Financial Group, Llc | Tigard | OR | 10/2020 | Present |
OAA#: 57218 | Org Name:Heitt Health Corp | Org Addr:Lake Oswego, OR, US | Nature of Bus:Healthy vending for schools | Invst Rel:N | Title:Co-owner | Duties:Small family business owned 50% by myself and 50% by my wife. | Start Dt:08/01/2012 | Total Hrs p/m:8 | Sec Trdng Hrs p/m:0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-07 |
| S65 | Uniform Investment Adviser Law Examination | 1999-01-07 |
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