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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-09-02 |
| OR | RA | APPROVED | 2018-11-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bank | Portland | OR | 07/2013 | 02/2018 |
| U.S. Bancorp Investments, Inc. | Portland | OR | 02/2015 | 02/2018 |
| Raymond James Financial Services, Inc | Beaverton | OR | 03/2018 | Present |
| Raymond James Financial Services Advisors Inc. | Beaverton | OR | 11/2018 | Present |
| First Tech Federal Credit Union | Beaverton | OR | 02/2018 | Present |
| Addison Avenue Investment Services | Beaverton | OR | 02/2018 | Present |
(1)Name of Business: Addison Avenue Investment Services Address: 8700 SW Nimbus Ave, Ste A\n, Beaverton, OR, 97008, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/22/2018 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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 2015-06-22 |
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