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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2016-06-10 |
Branch Locations
6855 Sw Baylor St. Tigard, Or. 97223, Tigard, OR 97223 • United States
Lake Oswego, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Tigard | OR | 05/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Tigard | OR | 06/2016 | Present |
(1) Name of Business: Douglas Souvenir, PC Address: 6855 SW Baylor Street, Tigard, OR, 97223, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/19/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: PC is owner of branch LLC and I utilize PC for expense purposes. (2) Name of Business: Kruse Woods Financial Partners Address: 6855 SW Baylor Street, Tigard, OR, 97223, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/20/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Co-managing partner of the LLC (3) Name of Business: Project 3.0 Address: 6855 SW Baylor Street, Tigard, OR, 97223, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: No Start Date: 08/28/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner/operator rental (4) Name of Business: Project Discovery Address: 6855 SW Baylor Street, Tigard, OR, 97223, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/20/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Co-managing partner of the LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-03 |
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