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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-04-18 |
Branch Locations
16508 Se 24Th St. Suite 201, Vancouver, WA 98683 • United States
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| R.F. Stearns, Inc. | Lake Oswego | OR | 09/1993 | 05/2018 |
| Jam Computer Consulting | Camas | WA | 03/2001 | Present |
| Lpl Financial, Llc | Vancouver | WA | 07/2018 | 10/2019 |
| Unemployed | Camas | WA | 05/2018 | 12/2018 |
| Raymond James Financial Services Advisors, Inc | Vancouver | WA | 10/2019 | 04/2023 |
| Raymond James Financial Services, Inc | Vancouver | WA | 10/2019 | 04/2023 |
| Concurrent Advisors | Vancouver | WA | 10/2019 | 04/2023 |
| Columbia Associates Financial Group, Inc. | Vancouver | WA | 01/2019 | Present |
| Concurrent Investment Advisors Llc | Vancouver | WA | 04/2023 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2023 | 07/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-30 |
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