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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-10-25 |
| TX | RA | APPROVED_RES | 2024-10-17 |
Branch Locations
1498 Se Tech Center Place Suite 145, Vancouver, WA 98683 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2005 | 10/2024 |
| Raymond James Financial Services Advisors, Inc. | Vancouver | WA | 10/2024 | Present |
| Raymond James Financial Services, Inc. | Vancouver | WA | 10/2024 | Present |
| Vista Nw Wealth Management | Vancouver | WA | 10/2024 | Present |
(1)Name of Business: Address: 1214 NW 166th Way, Ridgefield, WA, 98642, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I own the house that my renter rents from me.. Only big issues do I take care of, and hire that out to someone else. (2)Name of Business: GBGH WM, LLC Address: 1498 SE Tech Center Pl Ste 145, Vancouver, WA, 98683-5530, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 10/16/2024 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Provide financial services (3)Name of Business: Vista NW Wealth Management, LLC Address: 1498 SE Tech Center Pl Ste 145, Vancouver, WA, 98683-5530, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/17/2024 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Co - Owner - Financial Advising services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2005-03-25 |
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