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3250 Hillcrest Park Drive Suite 102, Medford, OR 97504 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-02-09 |
Branch Locations
3250 Hillcrest Park Drive Suite 102, Medford, OR 97504 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self-Employed | Medford | OR | 01/2014 | 01/2020 |
| Boldt Appraisal Services, Llc | Medford | OR | 01/2020 | 11/2020 |
| Unemployed | Medford | OR | 11/2020 | 06/2021 |
| U.S. Bank | Medford | OR | 06/2021 | 09/2022 |
| Futurity First Insurance Group | Medford | OR | 09/2022 | 01/2024 |
| Oregon Pacific Wealth Management | Medford | OR | 02/2024 | Present |
| Oregon Pacific Wealth Management, Llc | Medford | OR | 02/2024 | Present |
Community Works; Board of Directors/Vice Chair and Treasurer; Not investment related; 2594 E. Barnett Road STE C Medford Oregon 97504; Description: Supports survivors of sexual assault and domestic violence through nonprofit services; Attend executive meetings, lead business committee, fulfill general board duties; Start date: 2026-07-01; 1 Hour per month devoted to business during trading hours; 6 Hours per month devoted to business outside trading hours; 0 Percent of total yearly compensation expected to be derived from the business; Website address: https://www.community-works.org/.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-22 |
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