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1200 Executive Parkway Suite 430, Eugene, OR 97401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-09 |
| OR | RA | APPROVED | 2024-07-01 |
Branch Locations
1200 Executive Parkway Suite 430, Eugene, OR 97401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Woburn | MA | 12/2015 | 02/2017 |
| Waddell & Reed, Inc. | Woburn | MA | 07/2017 | 08/2018 |
| Stephen Collins (Boson Light Financial) | Woburn | MA | 12/2015 | 08/2018 |
| Osborne Associates, Llc | Eugene | OR | 09/2018 | 04/2019 |
| Hd Vest Investment Services | Eugene | OR | 09/2018 | 05/2019 |
| Hd Vest Advisory Services | Eugene | OR | 09/2018 | 05/2019 |
| Roehl & Yi Investment Advisors, Llc | Eugene | OR | 08/2020 | 07/2021 |
| Merriman Wealth Management | Eugene | OR | 05/2019 | 06/2020 |
| Journey Tree, Llc Dba Journeytree Financial Advisors | Eugene | OR | 08/2021 | 06/2024 |
| Corlux Financial | Eugene | OR | 08/2018 | 05/2019 |
| Integrity Wealth Llc | Eugene | OR | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-19 |
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