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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2017-02-09 |
Branch Locations
4900 Meadows Road Suite 100, Lake Oswego, OR 97035 • United States
Tualatin, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-03-25 |
| S65 | Uniform Investment Adviser Law Examination | 1994-03-25 |
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