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545 2Nd Street, Suite D, Corvallis, OR 97333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-06-02 |
| WA | RA | APPROVED | 2024-12-12 |
Branch Locations
545 2Nd Street, Suite D, Corvallis, OR 97333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Country Insurance & Financial Services | Beaverton | OR | 02/2003 | 01/2023 |
| Brian Donne Insurance Agency Llc | Corvallis | OR | 10/2006 | 12/2022 |
| Vantage Wealth Management Llc | Corvallis | OR | 12/2022 | Present |
| Vantage Wealth Management Llc | Corvallis | OR | 01/2023 | Present |
Calvary Corvallis ^ Investment-Related ^ 2125 NW Lester Ave, Corvallis, OR 97330 ^ Non-profit/Church ^ Board Member ^ started in 2013 ^ 5 hours/month during market hours ^ 5 hours/month outside of market hours ^ I am a board member for the church's board of directors helping oversee the budget and participate in monthly board meetings; D4 Properties, LLC ^ Investment-Related ^ PO Box 781, Corvallis, OR 97339 ^ investment properties ^ Owner ^ started in 2016 ^ 0 hours/month during market hours ^ 15 hours/month outside of market hours ^ I own and operate the LLC which owns multi-family investment properties; D4 Properties, LLC ^ Investment-Related: Yes ^ PO Box 781, Corvallis, OR 97339 ^ investment properties ^ Member ^ 04/08/2019^ 0 hours/month during market hours ^ 5 hours/month outside of market hours ^ I own and plan to develop into multi-family real estate;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-06 |
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