Endry Surjanto

Current Employers

Employment History

• 01/2012 → Present
  Raymond James Financial Services
  Cupertino, CA
• 01/2012 → Present
  Raymond James Financial Services Advisors Inc.
  Cupertino, CA
• 05/2014 → 12/2023
  First Tech Fed Credit Union
  Cupertino, CA
• 01/2012 → 12/2023
  Addison Avenue Investment Services
  Cupertino, CA

Previous Registrations

• 2007-10-19 → 2012-07-16
  Addison Avenue Financial Partners, Llc
  Creek Blvd, CA
  Santa Clara, CA
  Rocklin, CA
  Cupertino, CA
• 2007-06-13 → 2007-10-11
  Citigroup Global Markets Inc.
  Belmont, CA
  San Bruno, CA

Other Businesses

(1)Name of Business: Addison Avenue Investment Services Address: 19960 Stevens Creek Blvd, Cupertino, CA, 95014, 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: ATS Wealth Circle LLC Address: 19200 Stevens Creek Blvd Ste 240, Cupertino, CA, 95014-2530, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 12/25/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Wealth Management Services (3)Name of Business: EACS Corporation Address: 19200 Stevens Creek Blvd Suite #240, Cupertino, CA, 95014, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 12/27/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial and Investment services

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-04-30
• S63 Uniform Securities Agent State Law Examination
  2004-10-22