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937 Nw Newport Ave Suite 211, Bend, OR 97703 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-01-01 |
Branch Locations
937 Nw Newport Ave Suite 211, Bend, OR 97703 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edgerock Wealth Management | Bend | OR | 02/2022 | Present |
| Green Tree Wealth Inc. | Bend | OR | 06/2014 | Present |
| Jacob Green Sole Proprietor | Bend | OR | 06/2005 | Present |
| Green Tree Wealth Inc. | Bend | OR | 06/2024 | Present |
Jacob Green Sole Proprietor; insurance agent; investment-related; 937 NW Newport Ave, Suite 211, Bend, OR 97703; planning and insurance business; Founder; started 6/1/2014; 20 hours per month devoted to this business; 15 hours per month devoted to this business during securities trading hours; duties: selling Annuities, Life and Health Insurance. Jacob Green Sole Proprietor; investment-related; 2323 NW Great Place, Bend, IR 97703; Medicare insurance business; Agent; started 6/15/2005; 5 hours per month devoted to this business; 5 hours per month devoted to this business during securities trading hours; duties: selling out-of-state Medicare insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-23 |
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