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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 | Jun 16, 2016 | Dec 31, 2023 | no | Medford, OR | Previous registration |
| SECURE INVESTMENT MANAGEMENT, LLC | Independent wealth | Nov 6, 2013 | Oct 6, 2014 | no | TUCSON, AZ | Previous registration |
| WESPAC ADVISORS, LLC | Other adviser | May 7, 2012 | Dec 14, 2016 | no | RENO, NV | Previous registration |
| WESPAC ADVISORS, LLC | Other adviser | Jun 2, 2009 | Jul 22, 2010 | no | ORINDA, CA | Previous registration |
| FUSION ASSET MANAGEMENT, LLC | Former SEC adviser | Feb 1, 2008 | Dec 31, 2012 | no | RENO, NV | Previous registration |
| WESPAC ADVISORS, LLC | n/a | Oct 2, 2007 | Oct 21, 2008 | no | RENO, NV | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Jun 24, 1999 | Jan 14, 2005 | no | Nv | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WESPAC ADVISORS, LLC | SECURE INVESTMENT MANAGEMENT, LLC | Dec 14, 2016 | Nov 6, 2013 | -1,134 | Firm change after gap | Other |
| SECURE INVESTMENT MANAGEMENT, LLC | OREGON PACIFIC WEALTH MANAGEMENT | Oct 6, 2014 | Jun 16, 2016 | 619 | Firm change after gap | Other |
| FUSION ASSET MANAGEMENT, LLC | WESPAC ADVISORS, LLC | Dec 31, 2012 | Jun 2, 2009 | -1,308 | Firm change after gap | Other |
| WESPAC ADVISORS, LLC | FUSION ASSET MANAGEMENT, LLC | Oct 21, 2008 | Feb 1, 2008 | -263 | Firm change after gap | Other |
| CHARLES SCHWAB & CO., INC. | WESPAC ADVISORS, LLC | Jan 14, 2005 | Oct 2, 2007 | 991 | Firm change after gap | Other |