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Purpose First Financial, LLC CRD 316968
$60.5M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
820 Ne 7Th St Suite 2, Grants Pass, OR 97526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-16 |
| OR | RA | APPROVED | 2024-01-16 |
| TX | RA | APPROVED | 2022-04-26 |
Branch Locations
820 Ne 7Th St Suite 2, Grants Pass, OR 97526 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Grants Pass | OR | 10/2008 | 08/2021 |
| Thrivent Financial For Lutherans | Appleton | WI | 10/2008 | 08/2021 |
| Purpose First Financial, Llc | Grants Pass | OR | 09/2021 | Present |
(1) 2008-Present: Insurance Agent/Insurance Related/Grants Pass, OR/Independent Insurance Agent/Offer insurance products and services via unaffiliated issuers andagencies./Involves approximately 10% time each month, including during traditional business hours.//(2) 2014-Present: Real Estate/Not Investment Related/Owner/Rentalincome from real estate that does not involve firm clients./Involves one percent time each month, including during traditional business hours.//
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-29 |
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