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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2024-10-31
TX RA APPROVED 2021-02-05
OR RA APPROVED 2012-01-30
  • WA RA
    APPROVED
    Since 2024-10-31
  • TX RA
    APPROVED
    Since 2021-02-05
  • OR RA
    APPROVED
    Since 2012-01-30

Branch Locations

1915 Ne Stucki Avenue Suite 400, Office 431, Hillsboro, OR 97006 • United States

170 Ne 192Nd Avenue #401, Vancouver, WA 98684 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services Vancouver WA 01/2012 Present
Raymond James Financial Services Advisors Inc. Vancouver WA 01/2012 Present
First Tech Federal Credit Union Vancouver WA 01/2012 Present
Previous Registrations
  • 2006-02-01 → 2012-01-23
    Cuso Financial Services, L.P.
    Hillsboro, OR
    Beaverton, OR
Other Businesses

(1)Name of Business: Addison Avenue Investment Services Address: 17877 NW Evergreen Pkwy, Beaverton, OR, 97075, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/21/2012 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Provide Financial Advice to our members (2)Name of Business: NA Address: 10112 NW Langworthy Ter, Portland, OR, 97229, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: No Start Date: 06/20/2012 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Rental Properties

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-01-31
S63 Uniform Securities Agent State Law Examination 2003-10-30
  • S65 Uniform Investment Adviser Law Examination
    2006-01-31
  • S63 Uniform Securities Agent State Law Examination
    2003-10-30
Designations
Other Names
  • Kimberlee Ann Smithyman
  • Kimberlee Ann Smithyman

View on SEC IAPD

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