Best Investors Account Sign in
Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2017-07-05
OR RA APPROVED 2011-05-10
  • TX RA
    APPROVED_RES
    Since 2017-07-05
  • OR RA
    APPROVED
    Since 2011-05-10

Branch Locations

523 Nw Colorado Ave Suite 100, Bend, OR 97703 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 04/2011 → Present
    Raymond James Financial Services
    Bend, OR
  • 04/2011 → Present
    Raymond James Finaicial Services Advisors, Inc
    Bend, OR
  • 10/2019 → 10/2022
    Leading Edge Aviation
    Bend, OR
Other Businesses

(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:

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-11-18
S63 Uniform Securities Agent State Law Examination 2001-08-09
  • S66 Uniform Combined State Law Examination
    2003-11-18
  • S63 Uniform Securities Agent State Law Examination
    2001-08-09

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Bend, OR

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor