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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2021-10-12 |
| WA | RA | APPROVED | 2021-10-11 |
Branch Locations
7700 Ne Highway 99, Vancouver, WA 98665 • United States
800 Ne Tenney Rd, Vancouver, WA 98686 • United States
7411 Ne 117Th Ave, Vancouver, WA 98662 • United States
16020 Se Mill Plain Blvd Suite 109, Vancouver, WA 98684 • United States
6711 Ne 63Rd St, Vancouver, WA 98661 • United States
2615 Ne 112Th Ave, Vancouver, WA 98684 • United States
2688 Nw Vaughn Street, Portland, OR 97210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services Inc | Vancouver | WA | 04/2019 | 10/2021 |
| Unemployed | Vancouver | WA | 09/2018 | 04/2019 |
| Lumencor Inc | Beaverton | OR | 06/2017 | 09/2018 |
| Unemployed | Vancouver | WA | 03/2017 | 06/2017 |
| Revelar | Lake Oswego | OR | 02/2016 | 03/2017 |
| Raymond James Financial Services, Inc | Vancouver | WA | 10/2021 | Present |
| Raymond James Financial Services Advisors, Inc | Vancouver | WA | 10/2021 | Present |
| Onpoint Community Credit Union | Vancouver | WA | 10/2021 | Present |
(1)Name of Business: OnPoint Investment Services Address: 2688 NW Vaughan Street, Portland, OR, 97210, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/08/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-25 |
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