Drake J.D.H.K.N. Medeiros

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → Present
  Raymond James Financial Services, Inc.
  Cupertino, CA
• 09/2014 → Present
  Raymond James Financial Services Advisors Inc.
  Cupertino, CA
• 05/2014 → Present
  First Tech Federal Credit Union
  Santa Rosa, CA
• 06/2013 → Present
  Addison Avenue Investment Services
  Cupertino, CA
• 06/2013 → Present
  First Tech Federal Credit Union
  Cupertino, CA

Other Businesses

(1)Name of Business: Addison Avenue Investment Services Address: 2500 Mendocino Ave Ste C, Santa Rosa, CA, 95403, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/01/2013 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Provide Financial Advice to our members

Exams

• S66 Uniform Combined State Law Examination
  2014-09-08