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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-04-29 |
| WA | RA | APPROVED | 2011-03-25 |
Branch Locations
7282 Stinson Avenue N.W. Suite A, Gig Harbor, WA 98335 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Gig Harbor | WA | 11/1996 | Present |
| Raymond James Financial Services Advisors Inc. | Gig Harbor | WA | 03/2011 | Present |
(1)Name of Business: Bush Polen & Associates Address: 7282 Stinson Ave Ste A, Gig Harbor, WA, 98335, United States Activity Type: Support Company - Owner Position/Title: Officer - Treasurer, Other, Officer - President Investment Related: No Start Date: 06/01/2005 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Branch manager, owner (2)Name of Business: Bush, Polen & Associates Address: 7282 Stinson Ave Ste A, Gig Harbor, WA, 98335, United States Activity Type: Tax Preparation Position/Title: Officer - President, Officer - Secretary Investment Related: No Start Date: 07/16/2014 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: preparation of tax returns for a fee
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-15 |
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