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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2022-06-06 |
| TX | RA | APPROVED_RES | 2022-05-26 |
Branch Locations
4949 Meadows Road Suite 620, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Lake Oswego | OR | 06/2012 | 05/2022 |
| Raymond James Financial Services, Inc. | Lake Oswego | OR | 05/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Lake Oswego | OR | 05/2022 | Present |
(1) Name of Business: Anderson Wealth Management Group (AWMG, LLC) Address: 4949 Meadows Rd Ste 620, Lake Oswego, OR, 97035-6101, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/26/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: This is simply our DBA name that we operate our branch under. I am a 40% owner in the business. My title is "Partner". (2) Name of Business: EverWealth Partners Address: 4949 Meadows Rd Ste 620, Lake Oswego, OR, 97035-6101, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: EverWealth Partners will simply be the name for Branch EVW. All advisors who are part of Branch EVW will be part of EverWealth Partners. It is nothing more than a DBA name owned by AWMG, LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-08 |
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