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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-03-20 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Olson Investment Advisors, Llc | Seattle | WA | 04/2011 | 03/2025 |
| First Allied Securities, Inc. | San Diego | CA | 12/2006 | 09/2022 |
| Cetera Advisors Llc | Seattle | WA | 09/2022 | 03/2025 |
| Raymond James & Associates, Inc. | Kirkland | WA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-03-20 |
| S66 | Uniform Combined State Law Examination | 2002-12-20 |
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