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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-08-20 |
| OR | RA | APPROVED | 2014-10-20 |
Branch Locations
2701 Nw Vaugh Street Suite 800, Portland, OR 97210 • United States
2688 Nw Vaughn Street, Portland, OR 97210 • United States
2457 Sw Cherry Park Road, Troutdale, OR 97060 • United States
207 Coburg Road Suite 101, Eugene, OR 97401 • United States
9460 Sw Wilsonville Road Suite 101, Wilsonville, OR 97070 • United States
14733 Sw Teal Blvd , Beaverton, OR 97007 • United States
8085 Se 13Th Avenue , Portland, OR 97202 • United States
1754 Nw Civic Dr Suite 100, Gresham, OR 97030 • United States
3404 Se Hawthorne Blvd , Portland, OR 97214 • United States
6300 Sw Meadow Road Lake, Oswego, OR 97035 • United States
61276 S. Hwy 97 Suite 100, Bend, OR 97002 • United States
1380 Se Canal Blvd Suite 105, Redmond, OR 97756 • United States
16020 Se Mill Plain Blvd , Vancouver, WA 98684 • United States
2915 Se Oak Grove Blvd , Milwaukie, OR 97267 • United States
19753 S Hwy 213, Oregon City, OR 97045 • United States
2430 Ne Mcdonald Lane, Mcminnville, OR 97128 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Onpoint Community Credit Union | Portland | OR | 03/2006 | Present |
| Raymond James Financial Services Advisors Inc. | Portland | OR | 10/2014 | Present |
| Financial Beginnings Oregon | Portland | OR | 07/2019 | 03/2020 |
| Onpoint Wealth Management And Investment Services | Portland | OR | 03/2006 | 12/2019 |
| Onpoint Investment Services | Portland | OR | 12/2019 | Present |
(1)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: 03/06/2006 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Investment Branch Operations Manager (2)Name of Business: OnPoint Investment Services Address: 2701 NW Vaughn St Ste 800, Portland, OR, 97210, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: Yes Start Date: 03/03/2006 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Investment Operations Supervisor / Branch Manager (3)Name of Business: OnPoint Investment Services Address: 2701 NW Vaughn Street, STE 800, Portland, OR, 97210, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/01/2006 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Operations Manager
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-25 |
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