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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-10-07 |
| OR | RA | APPROVED | 2016-06-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Tigard | OR | 05/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Tigard | OR | 06/2016 | Present |
(1)Name of Business: dibrokerWest contracting Address: 6855 SW Baylor St, Tigard, OR, 97223-8534, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 03/12/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Recommending/writing disability insurance where suitable. (2)Name of Business: Keoni Hudson-Rasmussen, PC Address: 5885 Meadows Rd Ste 800, Lake Oswego, OR, 97035, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 05/31/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I have a S-Corp set up for ownership purposes of Kruse Woods Financial Partners along with expenses associated with my advisory business. (3)Name of Business: Kruse Woods Financial Partners Address: 6855 SW Baylor Street, Tigard, OR, 972223, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/07/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Advising clients in regards to investment assets. (4)Name of Business: Project 3.0 Address: 6855 SW Baylor Street, Tigard, OR, 97223, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/23/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Rental real estate. It is a holding company for our lease to back ourselves. (5)Name of Business: Project Discovery, LLC Address: 6855 SW Baylor St. , Tigard, OR, 97223, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/23/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Project Discovery, DBA Kruse Woods Financial Partners,LLC. Partner in investment fi rm. Main responsibilities areto work with clients, helping them achieve their fi nancialgoals. Other responsibilities to the LLC includesupervision of daily operations
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 2013-02-04 |
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