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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2017-08-10 |
Branch Locations
523 Nw Colorado Ave Suite 100, Bend, OR 97703 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Bend | OR | 07/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Bend | OR | 08/2017 | Present |
| Usb Financial Services, Inc | Bend | OR | 11/2008 | 07/2017 |
(1)Name of Business: Bend Wealth Advisors Address: 523 NW Colorado Ave Ste 100, Bend, OR, 97703-3289, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 06/01/2023 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: After joining the Bend Wealth office I will be marketing under that OBA. Behind the scenes i have a different branch number. Not sure how to describe this in the menu provided. (2)Name of Business: Central Oregon Community College Address: 19584 Apache Rd, Bend , OR, 97702, United States Activity Type: Non profit Position/Title: Board Member Investment Related: Yes Start Date: 01/16/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: advise COCC finance committee as described in document attached. (3)Name of Business: RavenRock Wealth Partners Address: 523 NW Colorado Ave Ste 100, Bend, OR, 97703-3289, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/04/2017 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: LLC SOLE OWNER
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-14 |
| S65 | Uniform Investment Adviser Law Examination | 1996-08-14 |
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