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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-05-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Yakima | WA | 04/2011 | 05/2026 |
| Raymond James Financial Services, Inc. | Yakima | WA | 05/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Yakima | WA | 05/2026 | Present |
(1)Name of Business: Boeing Company Address: 212 S 32nd Ave, Yakima, WA, 98902, United States Activity Type: Other Position/Title: Other Investment Related: No Start Date: 07/20/2010 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 am paid a quarterly royalty due to an invention my father developed while employed with Boeing. He was paid a royalty based on the sales of the invention by Boeing. The royalty was passed to his children upon my mothers death. (2)Name of Business: lazorik financial management Address: 1320 N 16th Ave Ste B, Yakima, WA, 98902, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 10/15/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Advisor\n\nFinancial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 2002-04-10 |
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