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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-10-21 |
| WA | RA | APPROVED | 2015-08-14 |
Branch Locations
15130 Main Street Suite 200, Mill Creek, WA 98012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Mill Creek | WA | 08/2015 | Present |
| Raymond James Financial Services Advisors Inc. | Mill Creek | WA | 08/2015 | Present |
| Freise Capital Management, Inc. | Mill Creek | WA | 08/2015 | 05/2017 |
| Freise Financial, Inc. | Mill Creek | WA | 05/2017 | Present |
Name of Business : Freise Financial, Inc Address: 15130 Main St Ste 200,Mill Creek, WA Nature of the Business: Support Company/DBA (Owner) Position/Title: Support Company/DBA (Owner) Investment Related:No Start Date: 01/29/2016 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Flow Through Entity/S Corp for my business expenses
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-29 |
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