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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-03-27 |
| WA | RA | APPROVED | 2022-09-30 |
Branch Locations
30200 Sw Boones Ferry Road, Wilsonville, OR 97070 • United States
10910 Nw Evergreen Parkway, Hillsboro, OR 97006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 12/2018 | 08/2022 |
| University Of Montana | Missoula | MT | 08/2012 | 05/2017 |
| University Of Montana Athletic Department | Missoula | MT | 01/2017 | 05/2017 |
| Unemployed | Missoula | MT | 06/2017 | 09/2017 |
| Consolidated Electrical Distributors | Helena | MT | 10/2017 | 05/2018 |
| Unemployed | Vancouver | WA | 06/2018 | 11/2018 |
| Raymond James Financial Services, Inc. | Hillsboro | OR | 09/2022 | Present |
| Raymond James Financial Services Advisors | Hillsboro | OR | 09/2022 | Present |
| Not Provided | Grapevine | TX | 05/2022 | Present |
| First Tech Federal Credit Union | Hillsboro | OR | 09/2022 | Present |
| Addison Avenue Investment Services | Hillsboro | OR | 09/2022 | Present |
(1)Name of Business: Addison Avenue Investment Services Address: 17877 NW Evergreen Pkwy, Beaverton, OR, 97006-7437, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/30/2023 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Advisor working with clients and their investment needs
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-19 |
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