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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 2023-05-05
TX RA APPROVED 2023-04-28
  • OR RA
    APPROVED
    Since 2023-05-05
  • TX RA
    APPROVED
    Since 2023-04-28

Branch Locations

Eagle Point, OR • United States

3200 Hillcrest Park Dr Suite 102, Medford, OR 97504 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
Other Businesses

(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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-04-22
  • S63 Uniform Securities Agent State Law Examination
    2005-04-22
Designations

View on SEC IAPD

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