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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-07-05 |
| OR | RA | APPROVED | 2011-05-10 |
Branch Locations
523 Nw Colorado Ave Suite 100, Bend, OR 97703 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services | Bend | OR | 04/2011 | Present |
| Raymond James Finaicial Services Advisors, Inc | Bend | OR | 04/2011 | Present |
| Leading Edge Aviation | Bend | OR | 10/2019 | 10/2022 |
(1)Name of Business: Acuity Aeroworks Address: 63120 Powell Butte , Bend, OR, 97701, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 08/01/2022 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: Flight Instruction Services / Pilot Services in aircraft and simulator. (2)Name of Business: Acuity Aeroworks, LLC Address: 63132 Powell Butte Hwy, Bend, OR, 9701, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/01/2022 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: on-demand contract flight instructor/corporate pilot (3)Name of Business: Bend Wealth Advisors Address: 523 NW Colorado Ave Ste 100, Bend, OR, 97703-3289, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 05/01/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: Wealth advisor (4)Name of Business: Oregon Venture Fund Address: 1137 nw clark ct , bend, OR, 97703, United States Activity Type: Private Investment/Private Securities Transaction(PST) Position/Title: Investment Related: Yes Start Date: 01/01/2012 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-09 |
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