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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-04-04 |
| WA | RA | APPROVED | 2012-01-19 |
Branch Locations
2700 156Th Avenue Ne Suites 100 & 225, Bellevue, WA 98007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Tech Federal Credit Union | Bellevue | WA | 05/2014 | Present |
| Raymond James Financial Services | Bellevue | WA | 01/2012 | Present |
| Raymond James Financial Services Advisors Inc. | Bellevue | WA | 01/2012 | Present |
| Addison Avenue Investments | Bellevue | WA | 01/2012 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-28 |
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