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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-15 |
| OR | RA | APPROVED | 2010-11-16 |
Branch Locations
2101 Nw Professional Drive Suite 201, Corvallis, OR 97330 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Corvallis | OR | 10/2008 | Present |
| Raymond James Financial Services Advisors, Inc. | Corvallis | OR | 11/2010 | Present |
1) Name of Business: Cudo Financial, Inc Address: 2101 NW Professional Dr. #202, Corvallis, OR, 97330, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President, Associate/Employee Investment Related: No Start Date: 01/01/2022 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: customer service, registered rep, operations manager (2) Name of Business: Greenbelt Land Trust Address: 101 SW Western Blvd, Corvallis, OR, 97330, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Board Member Investment Related: Yes Start Date: 03/15/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Part of the governing body responsible for formulating its mission, establishing the organizations strategic directions, and providing fiduciary oversight of finances, operations, and policies. \n\nTreasurer duties will begin March 28, 2023:\n\nGeneral supervision of the corporation's financial affairs. Unless required otherwise by the board, the Treasurer shall report at regular intervals to the board and annually to the membership, regarding the financial affairs of the corporation. (3) Name of Business: Greenbelt Land Trust Address: 101 SW Western Blvd., Corvallis, OR, 97333, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 01/01/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am one of the committee members. Our sole responsibility is to oversee the direction/performance of the financial advisor in relation to the IPS for their investment account.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-02 |
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