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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-11 |
| WA | RA | APPROVED | 2024-09-16 |
Branch Locations
37 S Wenatchee Avenue Suite F304, F305, Wenatchee, WA 98801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel, Nicolaus & Company, Incorporated | Wenatchee | WA | 09/2009 | 09/2024 |
| Raymond James Financial Services, Inc. | Wenatchee | WA | 09/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Wenatchee | WA | 09/2024 | Present |
(1) Name of Business: Address: 6546 Forrest Ridge Drive, Wenatchee, WA, 98801, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/22/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My wife and I operate two nightly rentals that we own. My responsibilities are general maintenance. (2) Name of Business: Chelan County Address: 6776 Forest Ridge Drive, Wenatchee, WA, 98801, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Committee Member Investment Related: No Start Date: 06/25/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My wife and I own nightly rentals that I have previously disclosed as an outside business activity. I have been asked to sit on the Chelan County Lodging Tax Advisory Committee. As a committee we would be responsible for advising the 3 Chelan County Commissioners on allocating taxes collected by Chelan County on nightly rentals. We would be evaluating projects, marketing, and policies that would promote tourism in Chelan County. (3) Name of Business: Mission Wealth LLC Address: 37 S Wenatchee Ave Ste F304, Wenatchee, WA, 98801-2243, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 09/16/2024 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: It is the company I formed to join Raymond James on the independent channel.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-07 |
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