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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 2017-02-09
  • OR RA
    APPROVED
    Since 2017-02-09

Branch Locations

4900 Meadows Road Suite 100, Lake Oswego, OR 97035 • United States

Tualatin, OR • 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
State Farm Insurance Tigard OR 08/2012 12/2016
State Farm Vp Management Corp. Tigard OR 08/2012 12/2016
Raymond James Financial Services, Inc. Lake Oswego OR 01/2017 Present
Raymond James Financial Services Advisors Inc. Lake Oswego OR 02/2017 Present
Metis Wealth Advisory Group Lake Oswego OR 01/2017 07/2019
Rental Real Estate Tualatin OR 02/2019 10/2021
Non-Variable Insurance Lake Oswego OR 04/2018 Present
  • 08/2012 → 12/2016
    State Farm Insurance
    Tigard, OR
  • 08/2012 → 12/2016
    State Farm Vp Management Corp.
    Tigard, OR
  • 01/2017 → Present
    Raymond James Financial Services, Inc.
    Lake Oswego, OR
  • 02/2017 → Present
    Lake Oswego, OR
  • 01/2017 → 07/2019
    Metis Wealth Advisory Group
    Lake Oswego, OR
  • 02/2019 → 10/2021
    Rental Real Estate
    Tualatin, OR
  • 04/2018 → Present
    Non-Variable Insurance
    Lake Oswego, OR
Previous Registrations
  • 2018-02-06 → 2019-07-06
    Metis Wealth Advisory Group
    Lake Oswego, OR
  • 2003-01-14 → 2006-08-03
Other Businesses

(1)Name of Business: Metis Wealth Advisory Group Address: 4900 Meadows Rd Ste 100, Lake Oswego, OR, 97035, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 09/15/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial advisor (2)Name of Business: N/a Address: 4900 Meadows Rd Ste 100, Lake Oswego, OR, 97035, United States Activity Type: Non-variable Insurance Position/Title: Other Investment Related: Yes Start Date: 04/02/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Direct life insurance and have an appointment with MassMutual. Working directly with MassMutual.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-03-25
S65 Uniform Investment Adviser Law Examination 1994-03-25
  • S63 Uniform Securities Agent State Law Examination
    1994-03-25
  • S65 Uniform Investment Adviser Law Examination
    1994-03-25
Designations
Other Names
  • Donna Casey Dobbs
  • Donna C Feuerherdt

View on SEC IAPD

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