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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-18 |
| OR | RA | APPROVED | 2023-09-01 |
| WA | RA | APPROVED | 2023-09-01 |
Branch Locations
3 Centerpoiinte Drive Suite 200, Lake Oswego, OR 97035 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Umpqua Investments, Inc. | Portland | OR | 06/2009 | 01/2018 |
| Lpl Financial, Llc | Lake Oswego | OR | 02/2018 | 09/2020 |
| Sagepoint Financial, Inc. | Lake Oswego | OR | 09/2020 | 09/2023 |
| Osaic Wealth, Inc. | Lake Oswego | OR | 09/2023 | Present |
1. PEARSON FINANCIAL GROUP DBA POSITION: Registered Rep with Pearson Financial Group DBA Associated with Sage Point NATURE: Sole Propietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 180 START DATE: 02/01/2018 ADDRESS: 5665 SW Meadows Road, Suite 120, Lake Oswego OR 97035, United States DESCRIPTION: Financial Advisor 2. INSURANCE POSITION: Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/19/1980 ADDRESS: 5665 SW Meadows, #120, Lake Oswego OR 97035, United States DESCRIPTION: Licensed in case clients need insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 1986-11-20 |
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