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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-09 |
| OR | RA | APPROVED | 2022-05-13 |
Branch Locations
3210 Hillcrest Park Drive Suite 200, Medford, OR 97504 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Da Davidson | Medford | OR | 01/2022 | Present |
| Unemployed | Medford | OR | 07/2021 | 01/2022 |
| Pacific Retirement Services | Medford | OR | 05/2013 | 07/2021 |
ROGUE VALLEY MANOR FOUNDATION; NON-INVESTMENT RELATED; MEDFORD, OR; NON-PROFIT; INVESTMENT COMMITTEE MEMBER; START 10/6/25; 1-2 HR/MO DURING SECURITIES TRADING HOURS; WE REVIEW THE INVESTMENT POLICY STATEMENT AND MAY PROVIDE FEEDBACK TO RVMF.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-12 |
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