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1650 Garnet Avenue #1090, San Diego, CA 92109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-04-15 |
| TX | RA | APPROVED | 2024-04-09 |
Branch Locations
Corvallis, OR • United States
1650 Garnet Avenue #1090, San Diego, CA 92109 • United States
262 Nw Polk Ave, Corvallis, OR 97330 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-01-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clarity Wealth Development, Llc | Corvallis | OR | 08/2023 | 03/2024 |
| Intentional Money Life | Corvallis | OR | 11/2021 | Present |
| Oregon State University | Corvallis | OR | 09/2013 | 06/2023 |
| Nectarine | Corvallis | OR | 04/2024 | Present |
| Clarity Wealth Development, Llc | Corvallis | OR | 03/2024 | Present |
INTENTIONAL MONEY LIFE not investment-related private residence in Corvallis, OR financial education/coaching Founder 11/2021 20 hours per month 8 hours during trading offer financial education and money coaching
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-29 |
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