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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2022-06-06 |
| TX | RA | APPROVED_RES | 2022-05-26 |
Branch Locations
4949 Meadows Road Suite 620, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Lake Oswego | OR | 04/2012 | 05/2022 |
| Raymond James Financial Services, Inc. | Lake Oswego | OR | 05/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Lake Oswego | OR | 05/2022 | Present |
| Anderson Wealth Management Group | Lake Oswego | OR | 05/2022 | Present |
(1)Name of Business: Address: 171 Candice Circle, Medford, OR, 97504, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/27/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Not directly involved, hired property management company to manage it (2)Name of Business: Anderson Wealth Management Group Address: 4949 Meadows Rd Ste 620, Lake Oswego, OR, 97035-6101, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/26/2022 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Client Service Manager
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-07 |
| S66 | Uniform Combined State Law Examination | 2001-10-03 |
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