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Tillamook, OR • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-12-03 |
| TX | RA | APPROVED_RES | 2019-02-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Autosport Fund Advisors | Lancaster | CA | 06/2008 | 03/2018 |
| Grand Prix Investors Trust | Lancaster | CA | 06/2008 | 03/2018 |
| Experient Portfolio Mgmt Dba For Activities W/National Planning | Lancaster | CA | 08/2009 | Present |
DBA EXPERIENT PORTFOLIO MANAGEMENT-CONDUCT PORTFOLIO MANAGEMENT, LIFE INSURANCE SALES, ANNUITY & LTC SALES. GRAND PRIX INVESTORS TRUST-TRUSTEE OF OHIO BUSINESS TRUST THAT IS AUTHORIZED TO CREATE A MUTUAL FUND
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-03 |
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