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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-10-25 |
Branch Locations
22722 29Th Drive Se Suite 100, Bothell, WA 98021 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer & Co. Inc. | Bellevue | WA | 04/2013 | 10/2024 |
| Raymond James Financial Services, Inc. | Bothell | WA | 10/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Bothell | WA | 10/2024 | Present |
(1)Name of Business: Address: 10900 N.E. 4th Street, Suite 2300, Bellevue, WA, 98004, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 11/25/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Volunteer for the United Way of Snohomish County.\n\nI sit on the Finance Committee which is in charge of reviewing budgets, accruals, and audits. Even though we are the finance committee, we do not opine, direct or control and investments. The investments are managed by an outside manager via an Endowment Fund. I do not have any voting power over any operations or activities. (2)Name of Business: Weller Financial Investments Address: 8415 200th ST SE , Snohomish, WA, 98296, United States Activity Type: Non-variable Insurance Position/Title: Agent, Owner Investment Related: Yes Start Date: 10/21/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Fixed Insurance Sales (3)Name of Business: Weller Financial Investments LLC Address: 10900 NE 4th St Ste 2300, Bellevue, WA, 98004-5882, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee, Other Investment Related: No Start Date: 10/19/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner, Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-01-27 |
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