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Cynthia Lee Montgomery-Adams

Raymond James Financial Services Advisors, Inc

Vancouver, WA

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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2018-09-13
OR RA APPROVED 2017-01-18
  • WA RA
    APPROVED
    Since 2018-09-13
  • OR RA
    APPROVED
    Since 2017-01-18

Branch Locations

611 W Columbia Way, Vancouver, WA 98660 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Key Investment Services Vancouver WA 05/2015 11/2016
Raymond James Financial Services, Inc. Portland OR 11/2016 Present
Raymond James Financial Services Advisors Inc. Portland OR 01/2017 Present
On Point Credit Union Portland OR 11/2016 03/2023
Onpoint Wealth Managementand And Investment Services Vancouver WA 09/2019 05/2022
  • 05/2015 → 11/2016
    Key Investment Services
    Vancouver, WA
  • 11/2016 → Present
    Raymond James Financial Services, Inc.
    Portland, OR
  • 01/2017 → Present
    Raymond James Financial Services Advisors Inc.
    Portland, OR
  • 11/2016 → 03/2023
    On Point Credit Union
    Portland, OR
  • 09/2019 → 05/2022
    Onpoint Wealth Managementand And Investment Services
    Vancouver, WA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-01-21
  • S66 Uniform Combined State Law Examination
    2014-01-21
Other Names
  • Cyndie Adams
  • Cynthia Montgomery Adams

View on SEC IAPD

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COLUMBIA RIVER FINANCIAL GROUP
LPL FINANCIAL LLC
ONEAMERICA SECURITIES, INC.
CETERA INVESTMENT ADVISERS LLC

Other Investors

DARREN CLARK BLANCHARD
JASON P BLANCHARD
Ethan Thomas Blanchard
Eric Schwartz
Matthew C Stroder
SHENA QUEN BARTLETT
JEFFREY SCOTT LUKOWIAK
Brian Jennings Harmon

Other Offices

OSAIC WEALTH, INC. · Vancouver, WA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · VANCOUVER, WA
OSAIC WEALTH, INC. · VANCOUVER, WA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Vancouver, WA
AMERIPRISE FINANCIAL SERVICES, LLC · VANCOUVER, WA
STATE FARM INVESTMENT MANAGEMENT CORP. · VANCOUVER, WA
COLUMBIA RIVER FINANCIAL GROUP · VANCOUVER, WA
LPL FINANCIAL LLC · VANCOUVER, WA

More in Vancouver, WA

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