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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2016-04-11
  • OR RA
    APPROVED
    Since 2016-04-11

Branch Locations

2701 Nw Vaughn Street Suite 800, Portland, OR 97210 • United States

Portland, OR • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc. Portland OR 03/2016 Present
Raymond James Financial Services Advisors Inc. Portland OR 04/2016 Present
Onpoint Community Credit Union Portland OR 03/2016 Present
Previous Registrations
Other Businesses

(1)Name of Business: DBA: OnPoint Investment Services Address: 2701 NW Vaughn Street Suite 800, Portland, OR, 97210, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/31/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Offering the sale and service of non-deposit investment products to members of OnPoint Community Credit Union. (2)Name of Business: OnPoint Community Credit Union Address: 2701 NW Vaughn St Ste 800, Portland, OR, 97210, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 03/14/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Employee of Onpoint community credit union as well as independent contractor of Raymond James (3)Name of Business: OnPoint Investment Services Address: 2701 NW Vaughn St Ste 800, Portland, OR, 97210, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/07/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Investment Compliance Analyst

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-09-29
S63 Uniform Securities Agent State Law Examination 2013-04-16
  • S66 Uniform Combined State Law Examination
    2014-09-29
  • S63 Uniform Securities Agent State Law Examination
    2013-04-16
Other Names
  • Kyle Teune

View on SEC IAPD

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