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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-12-03 |
| TX | RA | APPROVED | 2025-12-01 |
Branch Locations
395 Sw Bluff Dr. Suite 200, Bend, OR 97702 • United States
345 California Street Suite 600, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Weston Financial | Wellesley | MA | 01/2013 | 09/2016 |
| Ascent Capital Management | Bend | OR | 09/2016 | 01/2026 |
| Farther | Bend | OR | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-03 |
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