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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-02-08 |
Branch Locations
10049 Kitsap Mall Blvd Nw Suite 309, Silverdale, WA 98383 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Frank Russell Company/Russell Investment Financial Services Llc | Tacoma | WA | 03/2001 | 07/2017 |
| Columbia Bank | Tacoma | WA | 08/2017 | 04/2022 |
| Cetera Investment Services Llc | St Cloud | MN | 08/2017 | 04/2022 |
| Cetera Investment Advisers Llc | Tacoma | WA | 08/2017 | 04/2022 |
| First Financial Northwest Bank | Gig Harbor | WA | 04/2022 | 02/2024 |
| Lpl Financial | Gig Harbor | WA | 04/2022 | 02/2024 |
| Raymond James Financial Services Inc. | Silverdale | WA | 02/2024 | Present |
| Financial Advocates Investment Management | Gig Harbor | WA | 04/2022 | 02/2024 |
| Raymond James Financial Services Advisors, In.c | Silverdate | WA | 02/2024 | Present |
(1) Name of Business: Ross Financial Inc. Address: 10049 Kitsap Mall Blvd NW Ste 309, Silverdale, WA, 98383-8902, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/14/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Registered associate
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-15 |
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