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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-05-05 |
| TX | RA | APPROVED | 2023-04-28 |
Branch Locations
Eagle Point, OR • United States
3200 Hillcrest Park Dr Suite 102, Medford, OR 97504 • United States
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 |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 02/2005 | 04/2023 |
| Raymond James Financial Services, Inc. | Medford | OR | 04/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Medford | OR | 04/2023 | Present |
| Willowtree Financial Solutions | Medford | OR | 04/2023 | Present |
(1) Standing Stone Ministry Not investment related. Type of business: Christian ministry. Voluntary Shepherd/Mentor. Newport Beach, CA Start date: 1/01/2019 Hours per week: 1-2 Hours during trading: 0 Encouragement to pastors and spouse. (2) WillowTree Financial Solutions. Not investment related. Medford, OR. DBA/Support Company. Advisor. Started: 04/2023. 0 hrs per month, 0 during trading hrs. Financial Advisor/Branch Manager.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-04-22 |
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