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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-07 |
| WA | RA | APPROVED | 2023-11-07 |
Branch Locations
37624 Se Fury Street Suite 203, Snoqualmie, WA 98065 • United States
Maple Valley, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 03/2011 | 10/2023 |
| Raymond James Financial Services, Inc. | Bellevue | WA | 11/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Bellevue | WA | 11/2023 | Present |
(1)Name of Business: CCB Wealth Management Address: 19919 SE 243rd Pl, Maple Valley, WA, 98038, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 11/16/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Busniess DBA that I use for My Raymond James taxes and income management. (2)Name of Business: Snoqualmie Valley Financial Address: 37624 SE Fury St Ste 203, Snoqualmie, WA, 98065-9680, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/01/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner for DBA under parent company CCB Wealth Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-29 |
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