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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-02-09 |
| OR | RA | APPROVED | 2017-01-18 |
Branch Locations
51501 Columbia River Hwy, Scappoose, OR 97056 • United States
6495 Se Tualatin Valley Hwy, Hillsboro, OR 97123 • United States
2200 E Baseline St, Cornelius, OR 97113 • United States
7833 Se Blanton St, Hillsboro, OR 97123 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Pleasanton | CA | 12/2014 | 12/2016 |
| Raymond James Financial Services, Inc. | Hillsboro | OR | 12/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Hillsboro | OR | 01/2017 | Present |
| Onpoint Community Credit Union | Hillsboro | OR | 12/2016 | Present |
(1)Name of Business: DBA: OnPoint Investment Services Address: P O Box 3750, Portland, OR, 97208, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/31/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Offering the sale and service of non-deposit investment products to the members of OnPoint Community Credit Untion
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-17 |
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