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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-09-10 |
| OR | RA | APPROVED | 2009-01-02 |
Branch Locations
5440 Southwest Westgate D Suite 110, Portland, OR 97221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Portland | OR | 03/2005 | Present |
| The Commerce Company | Portland | OR | 06/2015 | Present |
| Raymond James Financial Services Advisors, Inc | Portland | OR | 01/2009 | Present |
(1) Name of Business: NA Address: 5440 sw westgate drive #110 pdx or 97221, Portland, OR, 97221, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 04/12/2005 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: NOT REQUIRED AT TIME OF SUBMISSION (2) Name of Business: The Commerce Company Address: 5440 SW Westgate Dr Ste 110, Portland, OR, 97229, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 06/02/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 1099 employee for The Commerce Company. \nFinancial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-08 |
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