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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-30 |
| OR | RA | APPROVED | 2021-03-02 |
Branch Locations
2657-B Nw Rolling Green Drive, Corvallis, OR 97330 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Security First Advisor Corvallis, Inc. | Corvallis | OR | 05/2015 | 02/2021 |
| Geneos Wealth Management | Corvallis | OR | 10/2010 | 02/2021 |
| Raymond James Financial Services, Inc. | Corvallis | OR | 02/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Corvallis | OR | 02/2021 | Present |
(1)Name of Business: Northstone Wealth Management Inc. Address: 2657 NW Rolling Green Dr Ste B, Corvallis, OR, 97330-3566, United States Activity Type: Support Company - Owner Position/Title: Officer - President, Officer - Secretary Investment Related: No Start Date: 12/11/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I am the business owner, I managed the firm. I also provide investment advise to clients. (2)Name of Business: Oregon Running Foundation Address: 3014 NW Maxine Cir, Corvallis, OR, 97330, United States Activity Type: Non profit Position/Title: Board Member, Founder, Officer - President Investment Related: Yes Start Date: 01/05/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: To assist in the management of the affairs of the Oregon Running Foundation. Help promote events and activities carried out by the Oregon Running Foundation. (3)Name of Business: Security First Advisors Corvallis, Inc. Address: 2657-B NW Rolling Green Dr, Corvallis, OR, 97330, United States Activity Type: Support Company - Owner Position/Title: Officer - President, Officer - Secretary Investment Related: No Start Date: 12/10/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am the business owner, I managed the firm. I also provide investment advise to clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-26 |
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