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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED | 2025-01-24 |
Branch Locations
1600 Valley River Drive Suite 150, Eugene, OR 97401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Albertsons | Eugene | OR | 10/2015 | 11/2017 |
| Retirement Planning Group | Eugene | OR | 04/2018 | Present |
| N/A | Eugene | OR | 12/2017 | 03/2018 |
| Osaic Wealth, Inc. | Eugene | OR | 01/2025 | Present |
1)ANDREW CONNER 1600 VALLEY RIVER DR. STE. 150, EUGENE, OR 97401 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFER AND SERVICE FIXED INSURANCE PRODUCTS, SUCH AS FIXED AND INDEXED ANNUITIES, LONG-TERM CARE, AND TRADITIONAL LIFE INSURANCE. START DATE: 2/1/24 HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS: 40 2) ASCEND WEALTH PARTNERS, LLC POSITION: Financial Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2025 ADDRESS: 1600 Valley River Dr, STE 150, Eugene OR 97401, United States DESCRIPTION: Provide comprehensive financial planning for clients of Ascend Wealth Partners, LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-14 |
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