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1265 Main Street Suite 105, Stevens Point, WI 54481 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-01-09 |
Branch Locations
Oregon City, OR • United States
1265 Main Street Suite 105, Stevens Point, WI 54481 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmo Family Office, Llc | Portland | OR | 06/2012 | 10/2022 |
| Thrivent Advisor Network, Llc Dba Evexia Wealth | Oregon City | OR | 10/2022 | 01/2023 |
| Evexia Wealth, Llc | Oregon City | OR | 01/2023 | Present |
Henrickson Electric; Bookkeeper for her husbands eletrician business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-09 |
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