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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-11 |
| OR | RA | APPROVED | 2020-05-22 |
Branch Locations
5000 Meadows Road Suite 440, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Lake Oswego | OR | 03/2013 | 05/2020 |
| Raymond James Financial Services, Inc. | Lake Oswego | OR | 05/2020 | Present |
| Raymond James Financial Services Advisors, Inc. | Lake Oswego | OR | 05/2020 | Present |
(1)Name of Business: PDX Wealth Management Address: 5000 Meadows Rd St 440, Lake Oswego, OR, 97035, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/21/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: admin duties
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-30 |
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