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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2020-08-20 |
| TX | RA | APPROVED | 2018-03-02 |
| WA | RA | APPROVED | 2018-02-13 |
Branch Locations
8 N State Street Suite 300, Lake Oswego, OR 97034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Dupont | WA | 05/2016 | 02/2018 |
| Raymond James Financial Services, Inc | Dupont | WA | 02/2018 | Present |
| City Of Dupont | Dupont | WA | 01/2017 | 07/2019 |
| Raymond James Financial Services Advisors Inc. | Dupont | WA | 02/2018 | Present |
| Dupont Wealth Advisors | Lake Oswego | OR | 08/2020 | 10/2020 |
(1)Name of Business: Address: 1319 Stonehaven Dr, West Linn, OR, 97068, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 02/14/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: Gray Oak Advisors, LLC Address: 8 N State St Ste 300, Lake Oswego, OR, 97034, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 01/27/2021 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: This is my DBA for my Raymond James office. (3)Name of Business: Rental House Address: 1578 Packwood Ave, DuPont, WA, 98327, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 06/01/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (4)Name of Business: Rental House Address: 1319 Stonehaven Dr, West Linn, OR, 97068, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 02/14/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (5)Name of Business: State & Shore Wealth Planning Address: 8 N State St Ste 300, Lake Oswego, OR, 97034-3956, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 07/02/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: DBA for my financial advisor practice. (6)Name of Business: State and Shore Advisors, LLC Address: 8 N State St Ste 300, Lake Oswego, OR, 97034, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 06/29/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 0-1 Description of duties: DBA name for LLC, RJFS office.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-07 |
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