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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-02-04 |
| WA | RA | APPROVED | 2020-04-13 |
Branch Locations
15255 Ne 40Th St, Redmond, WA 98052 • United States
2700 156Th Ave Ne Ste 100/225, Bellevue, WA 98007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Homestreet Bank | Seattle | WA | 01/2006 | 12/2019 |
| Unemployed | Kent | WA | 12/2019 | 03/2020 |
| First Tech Federal Credit Union | Bellevue | WA | 03/2020 | Present |
| Raymond James Financial Services, Inc | Bellevue | WA | 04/2020 | Present |
| Addison Avenue Investment Services | Bellevue | WA | 03/2020 | Present |
(1)Name of Business: Addison Avenue Investment Services Address: 15255 NE 40th St, Redmond, WA, 98052-6554, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/23/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor providing financial advice to our members.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2012-04-23 |
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