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4710 Village Plaze Loop Suite 240, Eugene, OR 97401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-01-02 |
Branch Locations
4710 Village Plaze Loop Suite 240, Eugene, OR 97401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principle Accounting, Pc | Eugene | OR | 01/2018 | Present |
| Hd Vest Advisory Services, Inc | Eugene | OR | 02/2018 | 07/2018 |
| J.R. Young, Pc | Eugene | OR | 11/2000 | 11/2017 |
| Hd Vest Advisory Services, Inc. | Eugene | OR | 09/2018 | 04/2019 |
| Avantax Advisory Services | Eugene | OR | 09/2019 | 07/2021 |
| Petersen, Berry & Quigley, P.C. | Eugene | OR | 01/2015 | 01/2018 |
| O'COnnell Investment And Insurance Services, Llc | Eugene | OR | 09/2023 | Present |
1) BUSINESS:Principal Accounting PC Position: CPA / President. NATURE: Managing firm and preparation of tax returns. INVESTMENT RELATED: Yes HOURS PER MONTH: 160 START DATE: March 2015 ADDRESS: 1580 Valley River Dr. Suite 290, Eugene. OR 97401, United States.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-11-07 |
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