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Landon Hale Davis

True Private Wealth Advisors, LLC

Salem, OR

Mcminnville, OR

CRD 7527465

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Employer firm

True Private Wealth Advisors, LLC CRD 164947

$1.43B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

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
    True Private Wealth Advisors, Llc
    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

Nearby Firms

LPL FINANCIAL LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC

Nearby Investors

MICHAEL SCOTT CAPRAI
Caitlin Marie Davis
KEVIN LEE BENEFIEL

Nearby Offices

LPL FINANCIAL LLC · SALEM, OR
EDWARD JONES · SALEM, OR
J.P. MORGAN SECURITIES LLC · SALEM, OR

More in Salem, OR

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