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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-04-28 |
| TX | RA | APPROVED | 2021-05-26 |
| OR | RA | APPROVED | 2018-03-06 |
Branch Locations
5440 Sw Westgate Drive Suite 10, Portland, OR 97221 • United States
Portland, OR • United States
303 E 16Th St, Suite 215, Vancouver, WA 98663 • 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 |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Portland | OR | 10/2003 | 02/2018 |
| Raymond James Financial Services, Inc. | Portland | OR | 02/2018 | Present |
| Raymond James Financial Services Advisors Inc. | Portland | OR | 03/2018 | Present |
(1)Name of Business: Address: 8495 SW Katherine Lane, Portland, OR, 97225, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 05/01/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Own and maintain the property. Collect rent, pay mortgage, taxes and insurance. (2)Name of Business: CMMM Investments, LLC Address: 3710 SW 55th Drive\nportland, oregon, portland, OR, 97221, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/20/2024 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: CMMM Investments, LLC. exists purely in relation to the Sale of Practice Agreement, regarding the retirement of David Palena 54V26. Effective 9-30-2024. And also in regards to the retirement of Larry Lafady 54V26. Effective 3/31/2026. (3)Name of Business: The Commerce Company Address: 5440 SW Westgate Dr Ste 110, Portland, OR, 97221, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/23/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Advisor with support Co. (4)Name of Business: William Temple House Address: 2230 NW Glisan Street, Portland, OR, 97210, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Finance/Investment Committee Member, Executive Member Investment Related: Yes Start Date: 01/10/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Run finance committee meetings, participate in board and executive committee meetings. Finance committee and executive committee meetings are monthly and board meetings are every other month. (5)Name of Business: William Temple House Address: 2023 NW Hoyt Street, Portland, OR, 97209, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member, Advisory Board, Officer - Secretary Investment Related: Yes Start Date: 08/20/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Attend finance committee meetings and make recommendations as to how to deploy the capital available. Or recommend cost savings. Review the endowment. Attend board meetings and participate in committee meetings. I just transitioned to secretary and will no longer run the finance committee...just attend them.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-06 |
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