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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-29 |
| WA | RA | APPROVED | 2025-07-29 |
Branch Locations
112 Olds Station Rd Ste B, Wenatchee, WA 98801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cliftonlarsonallen Wealth Advisors, Llc | Wenatchee | WA | 11/2010 | 07/2025 |
| Raymond James Financial Services Inc. | Wenatchee | WA | 07/2025 | Present |
| Raymond James Financial Services Advisors Inc. | Wenatchee | WA | 07/2025 | Present |
| Mjm Fruit | Wenatchee | WA | 06/1978 | Present |
(1)Name of Business: Apple Valley Slo-Pitch Softball Association Address: 3485 McMullan Rd, Wenatchee, WA, 98801, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Advisory Board Investment Related: Yes Start Date: 01/01/2011 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: The board settles disagreements in the individual boards. The board decides where the funds we collect is dispursed throughout the community to local sports needs and wants.\nI personally reconcile the statements for the individual accounts for tax purposes. I attend bi annual meetings. (2)Name of Business: Riverbend Advisors PLLC Address: 112 Olds Station Rd Ste B, Wenatchee, WA, 98801-5969, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/04/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am a member of this PLLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-09 |
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