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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 2023-11-03
  • WA RA
    APPROVED
    Since 2023-11-03

Branch Locations

5915 S Regal St Suite 206-B, Spokane, WA 99223 • 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, Inc Spokane WA 04/2021 Present
Edward Jones Airway Heights WA 07/2007 04/2021
Starry Financial Spokane WA 04/2021 02/2023
Echelon Northwest Capital Spokane WA 04/2021 Present
Hytop Financial Spokane WA 06/2022 Present
Raymond James Financial Services Advisors, Inc Spokane WA 10/2023 Present
  • 04/2021 → Present
    Raymond James Financial Services, Inc
    Spokane, WA
  • 07/2007 → 04/2021
    Edward Jones
    Airway Heights, WA
  • 04/2021 → 02/2023
    Starry Financial
    Spokane, WA
  • 04/2021 → Present
    Echelon Northwest Capital
    Spokane, WA
  • 06/2022 → Present
    Hytop Financial
    Spokane, WA
  • 10/2023 → Present
    Spokane, WA
Other Businesses

(1)Name of Business: Back Forty Enterprise Address: 5571 Happy Hill Rd, Tum Tum, WA, 99034, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 04/26/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is my husband's company. I am a joint owner in case something happens to him. I keep track of the receipts and documentation necessary for our CPA (2)Name of Business: Echelon Northwest Capital Address: 5915 S Regal, Suite 206B, Spokane, WA, 99223-5083, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/01/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I do administrative tasks for our clients. (3)Name of Business: Hytop Financial Address: 5915 S Regal, Suite 206B, Spokane, WA, 99223-5083, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/16/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I do administrative tasks for our clients (4)Name of Business: Zyia Active Address: 5571 Happy Hill Rd, Tum Tum, WA, 99034, United States Activity Type: Part-Time Activity/Employment Position/Title: Other Investment Related: No Start Date: 02/03/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I have no responsibilities. I am a rep for Zyia Active in order to receive 25% off workout clothing. I could potentially earn commissions if I host on-line parties. When a family member orders something, I receive a commission.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-23
  • S66 Uniform Combined State Law Examination
    2023-10-23
Other Names
  • Patricia Allison Kennedy
  • Trish A Lasich

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