Daniel Lee Bartosz

Current Employers

Employment History

• 10/2014 → Present
  Raymond James Financial Services, Inc.
  Clackamas, OR
• 01/2007 → Present
  Onpoint Community Credit Union
  Clackamas, OR
• 10/2014 → Present
  Raymond James Financial Services Advisors, Inc.
  Clackamas, OR
• 10/2014 → 02/2022
  Onpoint Wealth Management & Investment Services
  Clackamas, OR

Previous Registrations

• 2009-06-03 → 2014-10-20
  Cuso Financial Services, L.P.
  Portland, OR
  Gresham, OR
  Mcminnville, OR
  Eugene, OR
  Portland, OR
  Portland, OR

Other Businesses

(1)Name of Business: Bartosz, Daniel & Erin Skourtes Address: 6608 SE 43rd Ave, Portland, OR, 97206, United States Activity Type: Control Person Position/Title: Power of Attorney (Acting) Investment Related: Yes Start Date: 05/30/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I have placed a Durable POA into effect over my spouse's Roth IRA account at Raymond James however I have no intentions to act on the POA in the foreseeable future as my spouse maintains capacity to act. (2)Name of Business: DBA: OnPoint Investment Services Address: 8854 SE Sunnyside Road, Clackamas, OR, 97015, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/31/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Offering the sale and service of non-deposit investment products to members of OnPoint Community Credit Union

Exams

• S66 Uniform Combined State Law Examination
  2009-05-20
• S63 Uniform Securities Agent State Law Examination
  2001-11-21