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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-19 |
| OR | RA | APPROVED | 2026-01-14 |
| CO | RA | APPROVED | 2026-01-12 |
Branch Locations
2701 Nw Vaughn Street Suite 800, Portland, OR 97210 • 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 & Associates, Inc. | Boulder | CO | 08/2014 | 12/2021 |
| Raymond James Financial Services, Inc. | Denver | CO | 10/2021 | 12/2025 |
| Raymond James Financial Services Advisors, Inc. | Denver | CO | 10/2021 | 12/2025 |
| Raymond James Financial Services, Inc. | Thornton | CO | 01/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Thornton | CO | 01/2026 | Present |
| Onpoint Community Credit Union | Portland | OR | 01/2026 | Present |
(1) Name of Business: Address: 1717 SW Park Ave, Portland, OR, 97201, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 04/01/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am the owner of a house that is generating rental income. (2) Name of Business: OnPoint Investment Services Address: 2701 NW Vaughn St Ste 800, Portland, OR, 97210-5387, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/13/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Sales Manager - I will be managing FAs within the OnPoint CU program.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-09 |
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