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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-19 |
| WA | RA | APPROVED | 2016-09-07 |
Branch Locations
7600 Ne 41St Street Suite 320, Vancouver, WA 98662 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Vancouver | WA | 05/2009 | 09/2016 |
| Raymond James Financial Services, Inc. | Vancouver | WA | 09/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Vancouver | WA | 09/2016 | Present |
| Blue Spectrum Wealth | Vancour | OR | 03/2017 | Present |
(1)Name of Business: Blue Spectrum Wealth Address: 7600 NE 41st Street, STE 320, Vancouver, WA, 98662, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/01/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner. CFP. Financial Advisor.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 1988-02-04 |
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