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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-04-09
  • OR RA
    APPROVED
    Since 2025-04-09

Branch Locations

523 Nw Colorado Ave Ste 100, Bend, OR 97703 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc. Bend OR 01/2025 Present
Journey In Bend Bend OR 09/2021 06/2024
Juniper Preserve Bend OR 05/2021 04/2022
Domino's Pizza Bend OR 06/2020 05/2021
Colonial Life Bend OR 08/2018 06/2020
Western Oregon University Monmouth OR 09/2017 03/2022
Unemployed Bend OR 09/2014 06/2017
Unemployed Bend OR 06/2024 08/2024
Bend Golf Club Bend OR 09/2024 11/2024
Bend Wealth Advisors Bend OR 01/2025 Present
Raymond James Financial Services Advisors, Inc Bend OR 03/2025 Present
  • 01/2025 → Present
    Raymond James Financial Services, Inc.
    Bend, OR
  • 09/2021 → 06/2024
    Journey In Bend
    Bend, OR
  • 05/2021 → 04/2022
    Juniper Preserve
    Bend, OR
  • 06/2020 → 05/2021
    Domino's Pizza
    Bend, OR
  • 08/2018 → 06/2020
    Colonial Life
    Bend, OR
  • 09/2017 → 03/2022
    Western Oregon University
    Monmouth, OR
  • 09/2014 → 06/2017
    Unemployed
    Bend, OR
  • 06/2024 → 08/2024
    Unemployed
    Bend, OR
  • 09/2024 → 11/2024
    Bend Golf Club
    Bend, OR
  • 01/2025 → Present
    Bend Wealth Advisors
    Bend, OR
  • 03/2025 → Present
    Bend, OR
Other Businesses

Bend Wealth Advisors Non-Investment Related Bend, Oregon DBA/Support Company Advisor Started: 01/27/2025 0 hrs per month 0 hrs during trading hrs

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-10
  • S66 Uniform Combined State Law Examination
    2024-12-10

View on SEC IAPD

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