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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-09-25 |
Branch Locations
2755 Sw Cedar Hills Blvd Ste 100, Beaverton, OR 97005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Lake Oswego | OR | 03/2015 | 09/2025 |
| Morgan Stanley Private Bank, National Association | New York | NY | 06/2015 | 09/2025 |
| Onpoint Community Credit Union | Beaverton | OR | 09/2025 | Present |
| Onpoint Investment Services | Beaverton | OR | 09/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Beaverton | OR | 09/2025 | Present |
| Raymond James Financial Services, Inc. | Beaverton | OR | 09/2025 | Present |
OnPoint Community Credit Union; investment related; Beaverton, OR; Financial Institution; Bank Associate; Started 09/2025; 160hrs/month; 130hrs/month during trading hours; Bank Associate
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-28 |
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