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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-21 |
| OR | RA | APPROVED | 2011-05-10 |
Branch Locations
255 Sw Bluff Drive Suite 200, Bend, OR 97702 • United States
Redmond, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Bend | OR | 04/2011 | Present |
| Raymond James Financial Services Advisors, Inc | Bend | OR | 04/2011 | Present |
| Acuity Wealth Advisors | Bend | OR | 03/2014 | 11/2017 |
| J Bar B Ranch | Bend | OR | 10/2013 | Present |
| The Westhoff-Henderson Group | Bend | OR | 09/2023 | 11/2024 |
| Alrohumo, Llc | Bend | OR | 10/2017 | Present |
(1)Name of Business: Alrohumo, LLC Address: 360 SW Bluff Drive, Suite 410, Bend, OR, 97702, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/01/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: Support Company is Alrohumo, LLC for branch 8GUThe Westhoff Group is the DBA for branch 8GU (2)Name of Business: The Westhoff Group Address: 360 SW Bond St Ste 410, Bend, OR, 97702-3556, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/19/2024 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Registered Assistant, Office Manager
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-16 |
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