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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-11-10 |
| WA | RA | APPROVED | 2015-01-20 |
Branch Locations
17921 Bothell Everett Hwy Ste 106, Bothell, WA 98012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Bothell | WA | 01/2015 | Present |
| Raymond James Financial Services Advisors Inc. | Bothell | WA | 01/2015 | Present |
| Ross Financial Inc | Bothell | WA | 01/2015 | Present |
(1) Name of Business: 110 James St HOA Address: 110 James Street, Edmonds, WA, 98072-8100, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 03/01/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I am a POA for my Dad, he has been ill and not able to perform his duties as treasurer, so I have taken over his role (2) Name of Business: M&HR Properties LLC Address: 17404 159th Ave NE, Woodinville, WA, 98072, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 11/01/2009 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Managing deposits of rentals and paying mortgages. (3) Name of Business: Ross Financial Inc Address: 17921 Bothell Everett Hwy Suite 106, Bothell, WA, 98012, United States Activity Type: Support Company - Owner Position/Title: Other, Officer - President Investment Related: No Start Date: 01/14/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner (4) Name of Business: The Ross Investment Co. LLC Address: 17404 159th Ave NE, Woodinville, WA, 98072, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 10/31/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Overseeing tenants, rents and maintenance of property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-06 |
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