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Bend, OR • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-03 |
| CA | RA | APPROVED | 2026-06-11 |
| OR | RA | APPROVED | 2024-08-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alpine Road Financial | Bend | OR | 05/2024 | Present |
| Adidas Group | Portland | OR | 11/2017 | 08/2021 |
| Bluebird Design And Build | Bend | OR | 01/2022 | 12/2024 |
| Nagy Household | Bend | OR | 08/2021 | 01/2022 |
| Nagy Household | Portland | OR | 08/2015 | 11/2017 |
Jonathan Nagy provides consulting services to Retire Sound, Inc. (d/b/a Addition Wealth), a registered investment adviser. Mr. Nagy provides financial planning education and advice to Addition Wealth's clients, hosts educational webinars, and develops written materials for Addition Wealth's financial wellness programs. This activity occupies approximately 20% of Mr. Nagy's professional time and creates no conflicts with Alpine Road's clients or operations.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-02 |
| S65 | Uniform Investment Adviser Law Examination | 2024-04-02 |
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