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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-10 |
| OR | RA | APPROVED | 2014-08-19 |
Branch Locations
1044 Ne Circle Boulevard, Corvallis, OR 97330 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Corvallis | OR | 01/2012 | Present |
| Revenge Cycling & Promotions, Llc | Albany | OR | 07/2013 | 01/2020 |
| Raymond James Financial Services Advisors Inc. | Corvallis | OR | 08/2014 | Present |
| First Tech Federal Credit Union | Corvallis | OR | 05/2014 | Present |
| Addison Avenue Investment Services | Corvallis | OR | 01/2012 | Present |
(1)Name of Business: Addison Avenue Investment Services Address: 1044 NE Circle Blvd, Corvallis, OR, 97330, 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: First Tech Federal Credit Union Address: 1044 NE Circle Blvd, Corvallis, OR, 97330, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: No Start Date: 05/13/2014 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor for the Investment Services Division of the Credit Union.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-11 |
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