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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-23 |
| OR | RA | APPROVED | 2016-06-17 |
Branch Locations
15995 Sw Walker Rd, Beaverton, OR 97006 • United States
19200 Sw Martinazzi Ave, Tualatin, OR 97062 • United States
9730 Se Washington St, Portland, OR 97216 • United States
11565 Sw Pacific Hwy, Tigard, OR 97223 • United States
14733 Sw Teal Blvd, Beaverton, OR 97007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Portland | OR | 06/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Portland | OR | 06/2016 | Present |
| Onpoint Investment Services | Beaverton | OR | 06/2016 | Present |
(1)Name of Business: DBA: OnPoint Investment Services Address: 14733 SW Teal Blvd, Beaverton, OR, 97007, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/31/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Offering the sale and service of non-deposit investment products to members of OnPoint Community Credit Union (2)Name of Business: OnPoint Investment Services Address: 14733 SW Teal Blvd, Beaverton, OR, 97007, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 06/01/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-09-05 |
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