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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-04-05 |
| TX | RA | APPROVED | 2023-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Bellingham | WA | 01/2010 | 03/2023 |
| Raymond James Financial Services, Inc. | Bellingham | WA | 03/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Bellingham | WA | 03/2023 | Present |
(1)Name of Business: Chuckanut Financial Services Address: 818 Harris Ave, Bellingham, WA, 98225-6896, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor, Associate/Employee Investment Related: No Start Date: 03/31/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Run the day to day activities of a financial services firm. Meet regularly with clients/prospects and help them with financial planning and decision making. (2)Name of Business: Farewell Bend, OR, LLC Address: 532 38th ST, Bellingham, WA, 98229, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/01/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I oversee any decisions that need to be made regarding the vacation rental such as maintenance, property manager, etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-14 |
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