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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-02-28 |
Branch Locations
Resource Financial Planning 10300 Sw Greenburg Rd., #200, Portland, OR 97223 • 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 |
|---|---|---|---|---|
| Farm Credit West | Rocklin | CA | 03/2016 | 12/2016 |
| Edelman Financial Engines | Portland | OR | 02/2017 | 02/2021 |
| Xy Planning Network | Bozeman | MT | 02/2021 | 02/2022 |
| Tru Independence | Tigard | OR | 03/2022 | 03/2023 |
| Victory Financial Planning | Tigard | OR | 02/2023 | 01/2024 |
| Resource Financial Planning | Portland | OR | 02/2024 | Present |
| Osaic Wealth, Inc. | Portland | OR | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-02-08 |
| S65 | Uniform Investment Adviser Law Examination | 2023-08-31 |
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