George Mendazona has been an investment adviser representative at Copia Wealth Management since February 2026, and is not listed among the firm’s executive officers or direct owners.
Copia Wealth Management, LLC is a Bend, OR firm with $158M under management, 288 clients and 3 advisers in one office, as of its February 2026 filing.
- Copia Wealth ManagementCurrent– present · under a yearBend, OR · Adviser representative · Firm CRD 281873
Investment adviser representative registrations
George Mendazona is registered as an investment adviser representative in Oregon, since February 2026.
- OregonSince 9 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 February 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- George Henry Mendazona
- CRD
- 7874721
- Firm
- Copia Wealth Management · CRD 281873
- Office
- 572 SW BLUFF DRIVE #100, Bend, OR 97702
- Registration
- Investment adviser registration
- In the industry since
- February 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does George Mendazona work?
George Mendazona is an investment adviser representative registered through Copia Wealth Management, LLC since February 2026, and is not listed among the firm’s executive officers or direct owners.
Is George Mendazona a financial advisor?
Yes. George Mendazona has a current investment-adviser registration in Oregon, through Copia Wealth Management since February 2026.
How many years of experience does George Mendazona have?
George Mendazona has 0 years in the financial industry, since February 2026, across 1 adviser firm.
What exams has George Mendazona passed?
George Mendazona passed the Series 65 in February 2026.
Where is George Mendazona based?
George Mendazona’s registered office is in Bend, OR.
Is George Mendazona registered with FINRA?
No. George Mendazona has no current broker registration.
How can I verify George Mendazona’s record?
Search CRD 7874721 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes George Mendazona’s full registration record.
