Donald James Lance

Current Employers

Ksb Financial Services, Llc

1600 Executive Parkway Suite 110, Eugene, OR 97401-7116 • United States

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2015-08-24

OR RA
APPROVED

Since 2015-08-24

Branch Locations

1600 Executive Parkway Suite 110, Eugene, OR 97401-7116 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Kernutt Stokes Llp (Pka Kernutt Stokes Brandt & Co. Llp)	Eugene	OR	01/2008	Present
Ksb Financial Services, Llc	Eugene	OR	10/2008	Present
Ksb Insurance Services, Llc	Eugene	OR	10/2008	09/2024

01/2008 → Present

Kernutt Stokes Llp (Pka Kernutt Stokes Brandt & Co. Llp)

Eugene, OR
10/2008 → Present

Ksb Financial Services, Llc

Eugene, OR
10/2008 → 09/2024

Ksb Insurance Services, Llc

Eugene, OR

Previous Registrations

2008-10-08 → 2015-07-06

Oppenheimer & Co. Inc.

Eugene, OR

New York, NY

Other Businesses

01/2008: KERNUTT STOKES LLP: PARTNER; 1600 EXECUTIVE PARKWAY SUITE 110 EUGENE, OR 97401; CPA SERVICES; APPROX. 10 HOURS PER MONTH AND DURING TRADING HOURS

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-10-06

S66 Uniform Combined State Law Examination

2008-10-06

View on SEC IAPD