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497 Oakway Road Suite 300, Eugene, OR 97401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2020-09-30 |
| TX | RA | APPROVED | 2020-09-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kms Financial Services, Inc. | Eugene | OR | 10/2016 | 10/2020 |
| Pricewaterhousecoopers | Los Angeles | CA | 09/2013 | 11/2016 |
| Sittner & Nelson, Llc | Eugene | OR | 10/2016 | Present |
| Kms Financial Services, Inc. | Eugene | OR | 10/2016 | 10/2020 |
1) VISIONGIFT - INVESTMENT RELATED - 2201 SE 11TH AVE, PORTLAND, OR 97214 - NON-PROFIT ORGANIZATION THAT RECOVER AND SCREEN DONATED TISSUES TO PROVIDE GRAFTS FOR INDIVIDUALS - TREASURER - 08/18/2017 - 4 HRS/MO, 2 HRS/MO DURING TRADING - OVERSEE ACCURATE FINANCIAL RECORD KEEPING AND PROVIDE FINANCIAL REPORTS TO EXECUTIVE COMMITTEE AND BOARD OF DIRECTORS 2) INSURANCE SALES - INVESTMENT RELATED - 497 OAKWAY ROAD, EUGENE, OR 97440 - INSURANCE - AGENT - 4/10/2019 - 1 HR/MO, 1 HR/MO DURING TRADING 3) EUGENE ESTATE PLANNING COUNCIL - NOT INVESTMENT RELATED - 2093 EASTWOOD LANE, EUGENE, OR 97401 - ESTATE PLANNING - BOARD MEMBER - 8/6/2019 - 2 HRS/MO, 1 HR/MO DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-05 |
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