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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2021-02-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Inc. | Tigard | OR | 09/2020 | Present |
| Young Life | Portland | OR | 02/2017 | 05/2020 |
| Young Life | Lake Oswego | OR | 09/2011 | 02/2017 |
| Unemployed | Portland | OR | 06/2020 | 09/2020 |
| Project Discovery Llc | Lake Oswego | OR | 09/2020 | Present |
(1)Name of Business: KWFP Address: 6855 SW Baylor St, Tigard, OR, 97223, United States, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/01/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-22 |
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