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3250 Hillcrest Park Drive Suite 102, Medford, OR 97504 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-01-26 |
| WA | RA | APPROVED | 2024-01-26 |
Branch Locations
1355 Highway 101, Florence, OR 97439 • United States
3250 Hillcrest Park Drive Suite 102, Medford, OR 97504 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oregon Pacific Wealth Management, Llc | Florence | OR | 06/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2010-03-03 |
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