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255 Sw Bluff Drive, Suite 100, Bend, OR 97702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-26 |
| AZ | RA | APPROVED | 2024-04-17 |
| WA | RA | APPROVED | 2024-02-27 |
| CA | RA | APPROVED | 2017-05-24 |
| OR | RA | APPROVED | 2017-03-30 |
Branch Locations
255 Sw Bluff Drive, Suite 100, Bend, OR 97702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merit Wealth Management | Bend | OR | 09/2013 | 03/2017 |
| Axia Wealth Management Inc | Bend | OR | 03/2017 | Present |
| Axia Wealth Management Inc | Bend | OR | 03/2017 | Present |
RICHARD NELSON AMBROSE IS A CERTIFIED PUBLIC ACCOUNTANT but it not practicing. Richard Nelson Ambrose is an Advisor on an advisory board for BLC Prime Lending Fund II, LLC. The Fund serves as Fund Manager to provide investors with an opportunity to invest in real estate lending as an investment vehicle. The Fund provides asset-backed financing for borrowers who maintain strong equity positions in real estate properties and the ability to service debt independent of their personal financial means. His responsibilities is to provide the Fund with industry advice and feedback to support the Fund in their overall goals. Location of the business: 15375 Barranca Parkway, Suite B-202 Irvine California 92618 USA. Start date with business: 2023-05-08. Hours per month devoted to business during trading hours: 0. Hours per month devoted to business outside trading hours: 1. Percentage of total yearly compensation expected to be derived from the business: 2.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-10-14 |
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