Donald Lee Kerr

Current Employers

Employment History

• 10/2014 → Present
  Onpoint Community Credit Union
  Bend, OR
• 10/2014 → Present
  Raymond James Financial Services, Inc
  Bend, OR
• 10/2014 → Present
  Raymond James Financial Services Advisors Inc.
  Bend, OR

Previous Registrations

• 2012-10-09 → 2014-10-20
  Cuso Financial Services, L.P.
  Vancouver, WA
  Portland, OR
• 2011-09-30 → 2012-10-25
  Ameriprise Financial Services, Llc
  Vancouver, WA
• 2009-06-24 → 2009-10-02
  Cuso Financial Services, L.P.
  Oregon City, OR
• 2009-01-05 → 2009-06-19
  Edward Jones
  Bend, OR
  Brush Prairie, WA
  Vancouver, WA
  St Louis, MO
• 2006-12-18 → 2008-11-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bend, OR
• 2006-05-26 → 2006-12-06
  Osaic Fa, Inc.
  Portland, OR
  Vancouver, WA
  Portland, OR

Other Businesses

(1)Name of Business: OnPoint Investment Services Address: 950 NW Bond St, Bend, OR, 97703, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/18/2014 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Planning, Investment Planning, Sales and Marketing (2)Name of Business: OnPoint Investment Services Address: 950 NW Bond street, Bend, OR, 97703, 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: 41+ 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
  2006-05-25
• S63 Uniform Securities Agent State Law Examination
  2002-04-24

Designations

Other Names

• Donald Lee Kerr
• Dj Lee Kerr
• Dj Kerr