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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2016-06-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Tigard | OR | 05/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Tigard | OR | 06/2016 | Present |
(1)Name of Business: Empire19 Address: 6855 SW Baylor , Tigarrd, OR, 97223, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 08/02/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: LLC formed to own husband's and mine ownership in our partnership office building where we work. (2)Name of Business: Kruse Woods Financial Partners Address: 6855 SW Baylor Street, Tigard, OR, 97223, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/23/2016 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 Advisor (3)Name of Business: Project 3.0 Address: 6855 Baylor, Tigard, OR, 97223, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 08/03/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (4)Name of Business: Project Discovery LLC Address: 6855 SW Baylor Street, Tigard, OR, 97223, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/23/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor, utilize company to separate expenses and overhead (5)Name of Business: S Grandy Investments Address: 6855 SW Baylor Street, Tigard , OR, 97223, United States Activity Type: Support Company - 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: 41+ Description of duties: Financial Advisor / Partner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-20 |
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