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Advisor at OREGON PACIFIC WEALTH MANAGEMENT
MEDFORD, OR
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| OREGON PACIFIC WEALTH MANAGEMENT | Independent wealth | Jan 26, 2024 | n/a | yes | MEDFORD, OR | Current employment |
| OREGON PACIFIC WEALTH MANAGEMENT | Independent wealth | Jul 1, 2016 | Dec 31, 2023 | no | MEDFORD, OR | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Mar 24, 2008 | Aug 2, 2016 | no | FLORENCE, OR|ROSEBURG, OR|COOS BAY, OR|FLORENCE, OR|FLORENCE, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | OREGON PACIFIC WEALTH MANAGEMENT | Aug 2, 2016 | Jul 1, 2016 | -32 | Firm change after gap | Other |