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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-26 |
| OR | RA | APPROVED | 2019-01-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Bend | OR | 06/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Bend | OR | 01/2019 | Present |
| Zivney Financial Group | Bend | OR | 03/2015 | 05/2024 |
(1)Name of Business: Bend-La Pine Education Foundation Address: 2337 NW 6th St., Bend, OR, 97703, United States Activity Type: Non profit Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 09/05/2025 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I am not to be on any bank accounts or investment accounts. My job is to share pre prepared reports with the board. I will be working as one of the many community board members to help support the cause. Started in 1988, the Bend-La Pine Education Foundation is an independent, 501(c)(3) non-profit comprised of parents, community leaders, educators, and citizens who share the belief that a vibrant public school system is essential to the social and economic well-being of our community. (2)Name of Business: N.A. Address: 2337 NW 6th St, Bend, OR, 97703, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 08/20/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-06 |
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