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Grants Pass, OR • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-01-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Evergreen Capital Management, Inc | Portland | OR | 10/2000 | 09/2016 |
| Rutherford Investment Management | Portland | OR | 01/2016 | 09/2016 |
| Rogue Russell Investments | Grants Pass | OR | 12/2024 | Present |
| Semi Retired | Grants Pass | OR | 10/2016 | 12/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-23 |
| S65 | Uniform Investment Adviser Law Examination | 1996-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-15 |
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