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243 Scalehouse Loop 1A, Bend, OR 97702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-12-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dakota Construction Services Inc And West Coast Metal Fab Inc | Scio | OR | 12/2021 | 03/2022 |
| Johnson Glaze And Co Pc And Jgc Wealth Management Llc | Salem | OR | 09/2013 | 12/2021 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 04/2022 | 02/2024 |
| Northwestern Mutual Investment Services Llc | Salem | OR | 08/2022 | 02/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 04/2023 | 02/2024 |
| The H Group, Inc. | Portland | OR | 04/2024 | Present |
| The H Group, Inc. | Portland | OR | 10/2024 | Present |
Business name: Intrinsitech Corporation. Position: Bookkeeper/Office Manager. NOT INVESTMENT RELATED. Start date: 3/1/2025 Location: 4342 Rodeo Dr. NE Salem, OR 97305 No work during trading hours 4 -8 hours per month outside trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-01 |
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