Krystal Carmona Lee

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2026-04-16

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Allen Capital Management	Portland	OR	03/2020	12/2024
Umpqua Bank	Portland	OR	04/2014	03/2020
Figure 8 Investment Strategies Llc	Boise	ID	12/2024	07/2025
Raymond James Financial Services, Inc.	Beaverton	OR	10/2025	Present
Unemployed	Portland	OR	08/2025	09/2025
First Tech Federal Credit Union	Beaverton	OR	10/2025	Present
Addison Avenue Investment Services	Beaverton	OR	10/2025	Present
Raymond James Financial Services Advisors, Inc	Beaverton	OR	04/2026	Present

03/2020 → 12/2024

Allen Capital Management

Portland, OR
04/2014 → 03/2020

Umpqua Bank

Portland, OR
12/2024 → 07/2025

Figure 8 Investment Strategies Llc

Boise, ID
10/2025 → Present

Raymond James Financial Services, Inc.

Beaverton, OR
08/2025 → 09/2025

Unemployed

Portland, OR
10/2025 → Present

First Tech Federal Credit Union

Beaverton, OR
10/2025 → Present

Addison Avenue Investment Services

Beaverton, OR
04/2026 → Present

Raymond James Financial Services Advisors, Inc

Beaverton, OR

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-03-30