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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-07 |
| OR | RA | APPROVED | 2021-10-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Gresham | OR | 07/2019 | Present |
| Wells Fargo Bank, Na | Gresham | OR | 05/2013 | Present |
| Raymond James Financial Services, Inc | Portland | OR | 09/2021 | Present |
| Raymond James Financial Services Advisor, Inc | Portland | OR | 09/2021 | Present |
| On Point Community Credit Union | Clackamas | OR | 09/2021 | Present |
| On Point Investment Services | Clackamas | OR | 09/2021 | Present |
(1) Name of Business: OnPoint Community Credit Union Address: 8854 SE Sunnyside Road, Clackamas, OR, 97015, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 09/16/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Investment Advisor Associate (2) Name of Business: OnPoint Investment Services Address: 8854 SE Sunnyside Road, Clackamas, OR, 97015, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/16/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Investment Advisor Associate (3) Name of Business: DBA:OnPoint Investment Services Address: 8854 SE Sunnyside Road, Clackamas, OR, 97015, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/31/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Associate/Employee
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 2019-12-18 |
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