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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2021-01-29 |
Branch Locations
5110 196Th St Sw Suite 200A, Lynnwood, WA 98036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Edmonds | WA | 08/2013 | 01/2020 |
| Raymond James Financial Services, Inc. | Lynnwood | WA | 01/2020 | Present |
| Raymond James Financial Services Advisors, Inc. | Lynnwood | WA | 01/2020 | Present |
| Us Coast Guard Auxilary | Shoreline | WA | 06/2014 | Present |
(1)Name of Business: Edmonds Food Tours, LLC Address: 7906 206rd ST SW\n205 A, Edmonds, WA, 98026, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 10/24/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Creating food tours in my local city to promote local restaurants. (2)Name of Business: Grant Harvey Online Pizza Class LLC Address: 7906 203rd ST SW, Edmonds, WA, 98026, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 02/28/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Create an online course with a Master Pizza Chef to teach making pizza at home (3)Name of Business: Lynnwood Chamber of Commerce Address: 3815 196th ST SW, Lynnwood, WA, 98036, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board 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: Attend monthly board meetings. Review budgets, ideas to grow chamber membership, promote local businesses. (4)Name of Business: Peacock Productions Address: 7906 203rd ST SW, Edmonds, WA, 98026, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 08/09/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Create an video class to sell online about how to make cocktails (5)Name of Business: Reefcombers Studios LLC Address: 7906 203rd ST SW, Edmonds, WA, 98026, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 03/20/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Produce Business/Corporate/Non-Profit videos (6)Name of Business: Samuari Sushi Address: 7906 203rd ST SW, Edmonds, WA, 98026, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 07/22/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Create an online cooking class to sell online with a Master Sushi Chef (7)Name of Business: US Coast Guard Auxiliary Address: 17037 Aurora Ave North, Shoreline, WA, 98133, United States Activity Type: Military Position/Title: Investment Related: No Start Date: 06/02/2014 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 2003-03-13 |
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