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408 Se 1St St., Mcminnville, OR 97128 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-30 |
| OR | RA | APPROVED | 2022-10-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Linfield College | Mcminnville | OR | 07/2002 | 06/2019 |
| Headwater Investment Consulting, Inc. | Mcminnville | OR | 07/2019 | 12/2022 |
| R. Stuart Winery | Mcminnville | OR | 10/2019 | Present |
| Headwater Investment Consulting, Inc. | Mcminniville | OR | 01/2023 | Present |
| Headwater Investment Consulting, Inc. | Mcminnville | OR | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-07 |
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