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Bend, OR • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2023-01-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Mount Ranier | MD | 02/2014 | 06/2019 |
| Raymond James & Associates, Inc. | Evergreen | CO | 06/2019 | 12/2022 |
| 400 W. Main St #201 | Bend | OR | 07/2019 | 12/2022 |
| Invera Wealth Advisors Llc | Bend | OR | 11/2022 | Present |
?the name of the other business; Jessica Higgins (sole proprietorship) ?whether the business is investment-related; No ?the address of the other business; 2325 NW Lolo Drive, Bend, OR, 97703 (my home address) ?the nature of the other business; Rental property in Costa Rica ?your position; Owner ?title, or relationship with the other business; Owner ?the start date of your relationship; April 6, 2024 ?the approximate number of hours/month you devote to the other business; Two (the property does not currently have renters) ?the number of hours you devote to the other business during securities trading hours; None ?and briefly describe your duties relating to the other business; Communicate with the property manager regarding property/guest needs as necessary
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-17 |
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