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