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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-23 |
| OR | RA | APPROVED | 2012-01-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Tech Federal Credit Union | Beaverton | OR | 01/2012 | Present |
| Raymond James Financial Services | Beaverton | OR | 01/2012 | Present |
| Raymond James Financial Services Advisors Inc. | Beaverton | OR | 01/2012 | Present |
(1)Name of Business: Addison Avenue Investment Services Address: 2929 SW Cedar Hills Blvd Bldg 19, Beaverton, OR, 97005, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/21/2012 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor - Provide Financial Advice to our Members (2)Name of Business: Rental Property Address: 15 SW Custer St , Portland, OR, 97219, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 09/01/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Residential Real Estate Owner/Landlord/Lessor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-06 |
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