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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2021-10-28 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Tigard | OR | 05/2016 | Present |
| Kruse Woods Financial Partners | Tigard | OR | 05/2016 | Present |
| Raymond James Financial Services Advisors, Inc. | Tigard | OR | 10/2021 | Present |
(1)Name of Business: Kruse Woods Financial Partners Address: 6855 SW Baylor Street, Tigard, OR, 97223, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/20/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Assistant to Douglas Souvenir
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 2014-02-20 |
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