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Alexander G Erwin

Sapient Private Wealth Management, LLC

Eugene, OR

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Current Employers
Sapient Private Wealth Management, Llc

101 East Broadway Suite 480, Eugene, OR 97401 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2024-02-16
  • OR RA
    APPROVED
    Since 2024-02-16

Branch Locations

101 East Broadway Suite 480, Eugene, OR 97401 • 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
OrganizationCityStateFromTo
Sapient Private Wealth Management, Llc Eugene OR 09/2021 Present
Legacy Financial Services Eugene OR 01/2017 08/2021
Wells Fargo Home Mortgages Eugene OR 07/2016 01/2017
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-16
  • S65 Uniform Investment Adviser Law Examination
    2024-02-16
Other Names
  • Alex G Erwin

View on SEC IAPD

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ROEHL & YI INVESTMENT ADVISORS, LLC · EUGENE, OR
FINANCIAL FACILITATORS, INC. · EUGENE, OR
UBS FINANCIAL SERVICES INC. · EUGENE, OR
CETERA INVESTMENT ADVISERS LLC · EUGENE, OR
EDWARD JONES · EUGENE, OR
CETERA INVESTMENT ADVISERS LLC · EUGENE, OR
CETERA INVESTMENT ADVISERS LLC · EUGENE, OR
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