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600 University Park Place Suite 501, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-03-10 |
| OR | RA | APPROVED | 2026-01-30 |
Branch Locations
1 Centerpointe Drive Suite 120, Lake Oswego, OR 97035 • United States
600 University Park Place Suite 501, Birmingham, AL 35209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lineage Family Office, Llc | Santa Barbara | CA | 01/2020 | 10/2021 |
| Lineage Trust Company, Llc | Reno | NV | 11/2021 | 06/2023 |
| Unemployed | Reno | NV | 07/2023 | 09/2023 |
| Pure Portfolios | Portland | OR | 10/2023 | 03/2026 |
| Westmont College | Santa Barbra | CA | 08/2016 | 05/2020 |
| Waverly Advisors, Llc | Birmingham | AL | 01/2026 | Present |
Managing Member of Hartford Metz Ventures, LLC located at 1800 O'Farrell Street, Reno, NV 89503. The nature of the business is holding an investment rental property. It was formed in July 2023, Approximately 1 hour of work a month related to the business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-19 |
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