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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2009-09-18 |
| WA | RA | APPROVED | 2009-01-02 |
Branch Locations
40 Lake Bellevue Drive Suite 280, Bellevue, WA 98005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Advisors, Inc | Bellevue | WA | 01/2009 | Present |
| Investment Associates, Inc-Dba The Wormeli Group | Bellevue | WA | 01/1998 | Present |
| Investment Associates, Inc Dba The Wormeli Group | Bellevue | WA | 01/1998 | Present |
(1)Name of Business: Address: 4008 143rd PL NE, Bellevue, WA, 98007, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 02/20/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Rental landlord (2)Name of Business: Investment Associates, Inc. DBA The Wormeli Group Address: 40 Lake Bellevue Dr Ste 280, Bellevue, WA, 98005, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO, Associate/Employee, Officer - President Investment Related: No Start Date: 01/01/1998 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Support company for branch 57U. 100% Owner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-11 |
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