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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2018-08-23 |
| TX | RA | APPROVED | 2018-08-22 |
Branch Locations
2332 Nw Professional Dr, Corvallis, OR 97330 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Corvallis | OR | 11/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Corvallis | OR | 11/2016 | 06/2017 |
| Wells Fargo Advisors Financial Network, Llc | Corvallis | OR | 06/2017 | 08/2018 |
| Raymond James Financial Services, Inc. | Corvallis | OR | 08/2018 | Present |
| Raymond James Financial Services Advisors, Inc. | Corvallis | OR | 08/2018 | Present |
(1)Name of Business: Ollerenshaw Wealth Management Address: 2332 NW Professional Dr, Corvallis, OR, 97330, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/22/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Registered Account Administrator and assistant to Financial Advisor/Branch Managers: Reviewing Client Portfolios, Placing Trades, Account Maintenance, Money Movement Requests, Maintaining Files, Research, Running Reports, etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-20 |
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