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1969 Willamette Falls Drive, #200, West Linn, OR 97068 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-03-12 |
Branch Locations
1969 Willamette Falls Drive, #200, West Linn, OR 97068 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Buckle | Medford | OR | 02/2017 | 05/2017 |
| Southern Oregon University | Ashland | OR | 09/2015 | 06/2017 |
| Penn Mutual Life Insurance Company | Horsham | PA | 07/2017 | 07/2018 |
| Hornor, Townsend & Kent, Inc. | Horham | PA | 08/2017 | 07/2018 |
| Massmutual Life Insurance Company | Lake Oswego | OR | 07/2018 | 06/2020 |
| Mml Investors Services, Llc | Lake Oswego | OR | 08/2018 | 06/2020 |
| Etesian Wealth Advisors, Inc. | West Linn | OR | 06/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-25 |
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