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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-09-17 |
| TX | RA | APPROVED_RES | 2021-03-22 |
| WA | RA | APPROVED | 2015-03-24 |
Branch Locations
47 E Riverside Dr, Eagle, ID 83616 • United States
555 108Th Avenue, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 2008-10-10 |
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