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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-11-03 |
Branch Locations
5915 S Regal St Suite 206-B, Spokane, WA 99223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-23 |
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