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Current Employers
Expand Financial Group, Llc

Celina, TX • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2024-12-11
TX RA APPROVED 2022-05-09
  • OR RA
    APPROVED
    Since 2024-12-11
  • TX RA
    APPROVED
    Since 2022-05-09

Branch Locations

Eugene, OR • United States

Celina, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Expand Financial Group, Llc Celina TX 03/2022 Present
Cove Church Eugene OR 02/2019 Present
Rhapsody Church Vancouver WA 11/2010 12/2018
  • 03/2022 → Present
    Celina, TX
  • 02/2019 → Present
    Cove Church
    Eugene, OR
  • 11/2010 → 12/2018
    Rhapsody Church
    Vancouver, WA
Other Businesses

1) Cove Church: Executive Pastor; 32 hours/week/it does not take place during trading hours. Oversee staff, adult discipleship, and various business aspects of the church. 2. George Fox University: I'm an adjust professor at George Fox University. I teach 1-2 classes per year; when I teach the hours may constitute 5-7 hours/week, it does not take place during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-07
  • S65 Uniform Investment Adviser Law Examination
    2022-05-07

View on SEC IAPD

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