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408 Se 1St St., Mcminnville, OR 97128 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-05-30 |
| OR | RA | APPROVED | 2014-02-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Headwater Investment Consulting, Inc. | Mcminnville | OR | 08/2015 | 12/2023 |
| Headwater Investment Consulting, Inc. | Mcminnville | OR | 01/2024 | Present |
| Partner | Mcminnville | OR | 01/2026 | Present |
Tributary Properties LLC; not investment-related; McMinnville, Oregon; real estate holding company; co-owner; 4 hours/month (1 during trading); Bernards & Associates, CPAs, PC; McMinnville, Oregon; accounting, tax and consulting firm; Partner, Business Operations; 6 hours/month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-02-10 |
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