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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-04-07 |
| WA | RA | APPROVED | 2023-03-31 |
Branch Locations
5440 Sw Westgate Drive Suite 110, Portland, OR 97221 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Unionbanc Investment Services Llc | Portland | OR | 01/2015 | 03/2023 |
| Raymond James Financial Services, Inc. | Portland | OR | 03/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Portland | OR | 03/2023 | Present |
The Commerce Company Address: 5440 SW Westgate Dr Ste 110, Portland, OR, 97221-2439, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 04/10/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Advisor housed at branch that holds out support entity name
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-12 |
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