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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-04-07 |
Branch Locations
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 |
|---|---|---|---|---|
| Hsbc Bank Usa, N.A. | Seattle | WA | 04/2015 | 10/2025 |
| Hsbc Securities (Usa) Inc. | Seattle | WA | 04/2015 | 10/2025 |
| Ameriprise Financial Services, Llc | Bellevue | WA | 10/2025 | 03/2026 |
| Raymond James Financial Services Inc. | Bellevue | WA | 04/2026 | Present |
| Raymond James Financial Services Advisors Inc. | Bellevue | WA | 04/2026 | Present |
(1)Name of Business: Addison Avenue Investment Services Address: 2700 156th Ave NE Ste 100/225, Bellevue , WA, 98007, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/13/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 2-10 Description of duties: A high-touch role focused on private wealth management. Supporting a specific advisor's book of high-net-worth clients by executing trades, managing complex money movements, and handling bespoke practice management tasks (CRM, reporting, and events) within a sophisticated brokerage framework. (2)Name of Business: First Tech Federal Credit Union Address: 2700 156th Ave NE Ste 100/225, Bellevue , WA, 98007, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 04/13/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Focus on delivering a high-touch, member-centric experience within a collaborative credit union environment.\nServes as a key liaison between credit union members and financial advisors, managing the end-to-end administrative process for account onboarding and maintenance.\nEnsuing seamless coordination with internal partners like mortgage and insurance teams to provide comprehensive financial solutions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-29 |
| S65 | Uniform Investment Adviser Law Examination | 2012-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 2012-04-17 |
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