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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2021-02-25 |
| TX | RA | APPROVED | 2021-02-22 |
Branch Locations
7455 Sw Bridgeport Road Suite 220, Tigard, OR 97224 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | Tigard | OR | 02/2021 | Present |
| Waddell & Reed, Inc. | Tigard | OR | 03/2010 | 02/2021 |
| Waddell & Reed, Inc. | Lake Oswego | OR | 09/2012 | 03/2020 |
| Raymond James Financial Services, Inc. | Tigard | OR | 02/2021 | Present |
| Beyond Wealth Management, Inc. | Tigard | OR | 02/2021 | Present |
(1)Name of Business: Beyond Wealth Management, Inc. Address: 7455 SW Bridgeport Rd Ste 220, Tigard, OR, 97224, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 02/22/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: DBA for Raymond James Business (2)Name of Business: Element Design & Strategy Address: 23245 SW Byers Lake Terr, Sherwood, OR, 97140, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 02/22/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is my wife's business. I am listed as an agent in case anything were to happen to my wife. I have no responsibilities or perform any duties associated with her company. .
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-19 |
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