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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-07-11 |
| OR | RA | APPROVED | 2016-06-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Tigard | OR | 05/2016 | Present |
| Kruse Woods Financial Partners | Tigard | OR | 05/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Tigard | OR | 06/2016 | Present |
| J Grandy Investment | Tigar | OR | 06/2016 | Present |
| Project Discovery Llc | Tigard | OR | 10/2017 | Present |
(1)Name of Business: Empire19 Address: 6855 SW Baylor St, Tigard, OR, 97223, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 08/02/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: LLC to hold My and Wife's ownership interest in our Partnership building we work out of (2)Name of Business: J Grandy Investments Address: 6855 SW Baylor St,, Tigar, OR, 97035, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/01/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor/Partner (3)Name of Business: Kruse Woods Financial Partners Address: 6855 SW Baylor St, Tigard, OR, Lake Tigar, OR, 97035, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/20/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial advisor / Partner (4)Name of Business: Project 3.0 Address: 6855 SW Baylor St, Tigard, OR, 97223, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 08/03/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: LLC created to own our partnership building we work out of (5)Name of Business: Project Discovery LLC Address:6855 SW Baylor St, Tigard, OR, 97223, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: Yes Start Date: 10/18/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial advisor, utilize company to separate expenses and overhead
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-06-22 |
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