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Current Employers
True Private Wealth Advisors, Llc

1781 Liberty Street Se Suite 200, Salem, OR 97302 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-29
OR RA APPROVED 2024-10-14
  • TX RA
    APPROVED
    Since 2026-01-29
  • OR RA
    APPROVED
    Since 2024-10-14

Branch Locations

1781 Liberty Street Se Suite 200, Salem, OR 97302 • United States

400 Ne 2Nd St., Mcminnville, OR 97128 • 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
True Private Wealth Advisors, Llc Salem OR 07/2024 Present
Bds School District Bozeman MT 08/2020 05/2024
Sweet Grass Ranch Big Timber MT 05/2020 09/2024
Montana State University Bozeman MT 08/2019 05/2024
Sprague High School Salem OR 09/2015 06/2019
  • 07/2024 → Present
    Salem, OR
  • 08/2020 → 05/2024
    Bds School District
    Bozeman, MT
  • 05/2020 → 09/2024
    Sweet Grass Ranch
    Big Timber, MT
  • 08/2019 → 05/2024
    Montana State University
    Bozeman, MT
  • 09/2015 → 06/2019
    Sprague High School
    Salem, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-09
  • S65 Uniform Investment Adviser Law Examination
    2024-10-09

View on SEC IAPD

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