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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-05-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Portland | OR | 10/2011 | 11/2022 |
| Stifel Independent Advisors, Llc | Lake Oswego | OR | 11/2022 | 05/2026 |
| Raymond James Financial Services Inc. | Lake Oswego | OR | 05/2026 | Present |
| Raymond James Financial Services Advisors Inc. | Lake Oswego | OR | 05/2026 | Present |
| Niedermeyer Financial Group | Lake Oswego | OR | 05/2026 | Present |
(1)Name of Business: Tanner Creek Capital Address: 8 N State St Ste 200, Lake Oswego, OR, 97034, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 11/02/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Co-Owner\n\n
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-25 |
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