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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-24 |
| OR | RA | APPROVED | 2025-01-24 |
Branch Locations
1600 Valley River Drive Suite 150, Eugene, OR 97401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Planning Group / Lincoln Financial Advisors | Eugene | OR | 08/2018 | 01/2025 |
| Full-Time Student / Unemployed | Eugene | OR | 06/2018 | 07/2018 |
| Jackson's Corner | Bend | OR | 06/2016 | 05/2018 |
| Osaic Wealth, Inc. | Eugene | OR | 01/2025 | Present |
1) ASCEND WEALTH PARTNERS 1600 VALLEY RIVER RD., STE. 150, EUGENE, OR 97401 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFER AND SERVICE FIXED INSURANCE PRODUCTS SUCH AS FIXED ANNUITIES, DISABILITY, LONG-TERM CARE, AND TRADITIONAL LIFE INSURANCE. START DATE: 11/01/24 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 20 2) RETIREMENT PLANNING GROUP, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/25/2025 ADDRESS: 4999 Cedar View Dr, Springfield OR 97478, United States DESCRIPTION: LLC formation strictly for tax purposes. The LLC does not conduct business, have a website, marketing, etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-29 |
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