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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-09-21 |
| OR | RA | APPROVED | 2011-08-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Stayton | OR | 08/2010 | Present |
| Raymond James Financial Services Advisors Inc. | Stayton | OR | 08/2011 | Present |
(1)Name of Business: Lulay Financial, LLC Address: 1171 N. First Ave., Stayton, OR, 97383, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 03/01/2010 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: When doing financial planning for a client, we may advise them to buy some life insurance. (2)Name of Business: Lulay Financial, LLC Address: 1171 N 1st Ave, Stayton, OR, 97383, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 01/01/2010 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: This is in reference to our financial advisory business through Raymond James. I am a financial advisor working with clients and also the branch owner.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 2009-11-18 |
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