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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-10 |
| OR | RA | APPROVED | 2025-02-05 |
Branch Locations
5000 Meadows Road Suite 440, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Kor Physical Therapy | Portland Oregon | OR | 02/2015 | 02/2017 |
| Therapydia | Portland | OR | 02/2017 | 03/2019 |
| Unemployed | Gold Coast | 03/2019 | 06/2019 | |
| Oregon Health University | Portland | OR | 06/2019 | 06/2020 |
| Movementx Physical Therapy | Portland | OR | 07/2019 | 08/2024 |
| Kupras Kinetics | Portland | OR | 09/2024 | Present |
| Raymond James Financial Services, Inc. | Lake Oswego | OR | 10/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Lake Oswego | OR | 01/2025 | Present |
| Pdx Wealth Management | Lake Oswego | OR | 02/2025 | Present |
(1)Name of Business: Kupras Kinetics Address: 6155 SW 68th Ct., Portland, OR, 97223, United States Activity Type: Part-Time Activity/Employment Position/Title: Independent Contractor Investment Related: No Start Date: 09/12/2024 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 2-10 Description of duties: physical therapist (2)Name of Business: PDX Wealth Management Address: 5000 Meadows Rd Ste 440, Lake Oswego, OR, 97035-2253, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/07/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Adviser duties such as meeting with clients, making notes, returning phone calls, etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-29 |
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