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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-27 |
| OR | RA | APPROVED | 2018-03-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | Portland | OR | 10/2013 | 03/2018 |
| Raymond James Financial Services, Inc | Portland | OR | 03/2018 | Present |
| Raymond James Financial Services Advisors Inc. | Portland | OR | 03/2018 | Present |
| Onpoint Wealth Management & Investment Services | Beaverton | OR | 03/2018 | 08/2020 |
| Onpoint Community Credit Union | Lake Oswego | OR | 05/2023 | Present |
(1)Name of Business: DBA: OnPoint Investment Services Address: 6300 SW Meadow Road, Lake Oswego, OR, 97035, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/31/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Offering the sale and service of non-deposit investment products to members of OnPoint Community Credit Union (2)Name of Business: OnPoint Investment Services Address: 6300 SW Meadows Rd , Lake Oswego, OR, 97035, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 05/09/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Investment Advisor Associate
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-08 |
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