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10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-01-06 |
Branch Locations
10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
670 Superior Court Suite 210, Medford, OR 97504 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ashland Pacific Benefits | Beaverton | OR | 10/2006 | Present |
| Parkland Securities | Ann Arbor | MI | 08/2014 | 10/2017 |
| Dfpg Investments, Inc | Sandy | UT | 10/2017 | Present |
1)Ashland Pacific; Non-Investment Related; 670 Superior Court, Suite 210, Medford, OR 97504, United States; Insurance; Insurance agent; 10/01/2006; ~40% during business hours; Educate clients/prospects about life insurance, disability insurance and asset-backed Long Term Care insurance options, quotes and applications (if requested). 2) Retirement Planning "Expert Witness"; Non-Investment Related; Medford, Oregon; Legal; Expert Witness; 4/2021; 7% during business hours; â??Expert witnessâ? to discuss how a retired person could take distributions out of an IRA based on average market returns to still honor his original monthly alimony obligation. I will be providing historical context on traditional investment strategies and how one could make fair assumptions on distribution amounts based on average returns and dividends. 3) CCIM Oregon / SW Washington; investment related: No; Medord, OR; Board Member/Director; two-year volunteer service as a board member for the Oregon/SW Washington chapter of CCIM, 2% during business hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 2009-12-05 |
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