0001646786-15-000003.txt : 20150710 0001646786-15-000003.hdr.sgml : 20150710 20150710122054 ACCESSION NUMBER: 0001646786-15-000003 CONFORMED SUBMISSION TYPE: MA-I PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20150706 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Special Districts Association of Oregon Advisory Services LLC CENTRAL INDEX KEY: 0001646786 IRS NUMBER: 474286284 STATE OF INCORPORATION: OR FISCAL YEAR END: 0630 FILING VALUES: FORM TYPE: MA-I SEC ACT: 1934 Act SEC FILE NUMBER: 868-04951 FILM NUMBER: 15983053 BUSINESS ADDRESS: STREET 1: 727 CENTER STREET NE CITY: SALEM STATE: OR ZIP: 97301 BUSINESS PHONE: 5033718667 MAIL ADDRESS: STREET 1: 727 CENTER STREET NE CITY: SALEM STATE: OR ZIP: 97301 MA-I 1 primary_doc.xml MA-I 0001646786 XXXXXXXX David C Ulbricht 503-371-8667 d_ulbricht@frontier.com fstratton@sdao.com N N David Charles Ulbricht 002003039 Y 1 0001632132 Charter Municipal Advisory Group, LLC Special Districts Association of Oregon Advisory Services 03-01-2015 N 867-01631 LOCATED SUPERVISED 06-30-2015 727 Center Street NE Suite 208 Salem OR 97301 03-2015 Charter Municipal Advisory Group LLC McMinnville OR 97128 Y N Managing Director 11-2011 02-2015 Robert W. Baird & Co., Inc. Milwaukee WI 53202 Y Y Managing Director 06-2005 11-2011 Wedbush Securities Inc. Los Angeles CA 10017 Y Y Managing Director N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N 07-06-2015 David C. Ulbricht Director of Advisory Services