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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2020-02-13 |
| TX | RA | APPROVED_RES | 2020-02-10 |
Branch Locations
201 Ne Park Plaza Drive Suite 261, Vancouver, WA 98684 • 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 |
|---|---|---|---|---|
| Fisher Investments | Camas | CA | 08/2007 | 01/2020 |
| Raymond James Financial Services, Inc. | Vancouver | WA | 01/2020 | Present |
| Weidmann Wealth Management, Llc | Vancouver | WA | 01/2020 | Present |
(1)Name of Business: Camas Whiskey Club Address: 3634 NW Norwood St, Camas, WA, 98607, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Director Investment Related: Yes Start Date: 01/19/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Organize club events, participate in charitable endeavors
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-02-14 |
| S66 | Uniform Combined State Law Examination | 2001-10-08 |
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