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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2025-09-17
TX RA APPROVED_RES 2021-03-22
WA RA APPROVED 2015-03-24
  • ID RA
    APPROVED
    Since 2025-09-17
  • TX RA
    APPROVED_RES
    Since 2021-03-22
  • WA RA
    APPROVED
    Since 2015-03-24

Branch Locations

47 E Riverside Dr, Eagle, ID 83616 • United States

555 108Th Avenue, Bellevue, WA 98004 • 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 Bellevue WA 03/2015 Present
Raymond James Financial Services Advisors Inc. Bellevue WA 03/2015 Present
First Tech Federal Credit Union Bellevue WA 03/2015 Present
Previous Registrations
Other Businesses

(1)Name of Business: Addison Avenue Investment Services Address: 555 108th Ave NE Ste 110, Bellevue, WA, 98004, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/22/2015 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: MBK Property Enterprises, LLC Address: 6930 Fairway Ave SE , Snoqualmie, WA, 98065, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/01/2018 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am the owner of a short term rental property and collect monthly rents via a 1099 from my property manager, "All Season Vacation Rentals. Responsibilities include coordination or ROA costs, utilities, taxes, paying mortgage, heavy maintenance of the property that I perform as well as hire out. This home is held under MBK Properties, LLC\n\nI am also owner of a long term rental single family home. Responsibilities include tending to maintenance requests

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-01-07
S63 Uniform Securities Agent State Law Examination 2008-10-10
  • S65 Uniform Investment Adviser Law Examination
    2015-01-07
  • S63 Uniform Securities Agent State Law Examination
    2008-10-10

View on SEC IAPD

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