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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2018-08-23 |
| TX | RA | APPROVED_RES | 2018-08-22 |
Branch Locations
2332 Nw Professional Dr, Corvallis, OR 97330 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Corvallis | OR | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Corvallis | OR | 11/2016 | 06/2017 |
| Wells Fargo Advisors Financial Network, Llc | Corvallis | OR | 06/2017 | 08/2018 |
| Raymond James Financial Services, Inc. | Corvallis | OR | 08/2018 | Present |
| Raymond James Financial Services Advisors, Inc. | Corvallis | OR | 08/2018 | Present |
(1)Name of Business: Lindlor Address: 2332 NW Professional Dr, Corvallis, OR, 97330, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 11/12/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: renting property located at 2332 Professional Dr Corvallis OR. 97330 (2)Name of Business: Ollerenshaw Wealth Management Address: 2332 NW Professional Dr, Corvallis, OR, 97330, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 08/22/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is the business name associated with my Raymond James independent practice. (3)Name of Business: Rose City Cemetery Address: 5625 NE Fremont St, Portland, OR, 97213, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Officer - President Investment Related: No Start Date: 11/20/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Vote on board activities (4)Name of Business: Rose City Cemetery Assoc. Address: 5625 NE Fremont ST, Portland, OR, 97213, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 01/07/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Back up bank signer for my father. (5)Name of Business: Scott Ollerenshaw Address: PO Box 299, Corvallis, OR, 97339, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 08/22/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: We have a vacation home we had rented rarely (1-5 days per year). No longer renting the property out but keeping on the OBA just in case.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 1991-04-29 |
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