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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2017-03-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kruse Woods Financial Partners | Lake Oswego | OR | 05/2014 | Present |
| Raymond James Financial Services, Inc. | Tigard | OR | 05/2014 | Present |
| Raymond James Financial Services Advisers Inc. | Tigard | OR | 03/2017 | Present |
1. Name of Business: Kruse Woods Financial Partners Address: 5885 Meadows Rd Ste 800, Lake Oswego, OR, 97035, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/05/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Operations Manager, Assistant to Richard Doel and Keoni Hudson-Rasmussen
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 2003-04-01 |
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