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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-04-29 |
| OR | RA | APPROVED | 2010-04-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Medford | OR | 08/2000 | Present |
| Raymond James Financial Services Advisors Inc. | Medford | OR | 04/2010 | Present |
| L. Johnson Associates Ltd. | Medford | OR | 08/2014 | 12/2017 |
(1)Name of Business: Address: 550 Grandview Dr., Ashland, OR, 97520, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/29/2009 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: owner/manager of rental house (2)Name of Business: Evolve Wealth Address: 545 A St Ste 1, Ashland, OR, 97520-2051, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 10/02/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I am the owner and President. (3)Name of Business: Murphy Financial Partners Address: 545 A St Ste 1, Ashland, OR, 97520, United States Activity Type: Support Company - Owner Position/Title: Other, Officer - President Investment Related: No Start Date: 01/01/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am president of my corporation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-02 |
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