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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2012-01-30 |
Branch Locations
2701 Nw Vaughn Street Suite 800, Portland, OR 97210 • United States
17055 Se Sunnyside Road Suite 126, Happy Valley, OR 97015 • United States
61276 S. Hwy 97 Suite 100, Bend, OR 97002 • United States
207 Coburg Road Suite 101, Eugene, OR 97401 • United States
14733 Sw Teal Blvd , Beaverton, OR 97007 • United States
8085 Se 13Th Avenue, Portland, OR 97202 • United States
1380 Se Canal Blvd Suite 105, Redmond, OR 97756 • United States
19753 S Hwy 213 , Oregon City, OR 97045 • United States
2430 Ne Mcdonald Lane , Mcminnville, OR 97128 • United States
6367 Sw Capitol Hwy, Portland, OR 97239 • United States
9460 Sw Wilsonville Road Suite 101, Wilsonville, OR 97070 • United States
2457 Sw Cherry Park Road, Troutdale, OR 97060 • United States
16020 Se Mill Plain Blvd, Vancouver, WA 98684 • United States
16 Ne Fremont Street, Portland, OR 97212 • United States
1754 Nw Civic Dr Suite 100, Gresham, OR 97030 • United States
2688 Nw Vaughn Street , Portland, OR 97210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Portland | OR | 01/2012 | Present |
| Raymond James Financial Services Advisors Inc. | Portland | OR | 01/2012 | Present |
| Onpoint Community Credit Union | Portland | OR | 01/2016 | Present |
1) Name of Business: Address: 2772 SW Talbot Rd, Portland, OR, 97201, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My husband and I jointly own a vacation home that we rent out on occasion. We rent it via Airbnb and manage rental duties via that platform only. (2) Name of Business: Bradley Angle Address: 2772 SW Talbot Rd, Portland, OR, 97201, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member Investment Related: Yes Start Date: 03/12/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: NEW****\nI was elected to the Board of Directors October 2025. I will remain on the finance committee in addition to general board duties. (3) Name of Business: DBA: OnPoint Investment Services Address: 2701 NW Vaughn Street, Suite 800, Portland, OR, 97210, 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: 81+ Description of duties: Offering the sale and service of non-deposit investment products to members of OnPoint Community Credit Union (4) Name of Business: OnPoint Wealth Management & Investment Services (DBA) Address: 2701 NW Vaughn St Ste 800, Portland, OR, 97210, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/09/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I am the SVP of OnPoint Credit Union's Wealth & Investment Program. I oversee the department.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-30 |
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