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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-06-16 |
| OR | RA | APPROVED | 2018-10-01 |
Branch Locations
1800 Blankenship Road Suite 170, West Linn, OR 97068 • 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 |
|---|---|---|---|---|
| Lpl | Wilsonville | OR | 06/2010 | 09/2018 |
| Raymond James Financial Services, Inc. | West Linn | OR | 09/2018 | Present |
| Raymond James Financial Services Advisors, Inc. | West Linn | OR | 09/2018 | Present |
(1)Name of Business: Creative Wealth Management, LLC Address: 1800 Blankenship Rd Ste 170, West Linn, OR, 97068, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 10/02/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Financial Advisory services for clients (2)Name of Business: Rally Auto Mart Address: 18410 SE McLoughlin Blvd, Milwaukie, OR, 97267, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/01/1984 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My husband is the Sole Proprietor of Rally Auto Mart and I am a check signer on the bank business accounts. In the event he is not able to preform his duties, I would step in. I am not involved in any day to day dealings at this time.\nUPDATE; my husband is scaling back and in the process of liquidating inventory to retire soon. He has downsized significantly and changed locations to a smaller property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-23 |
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