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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-11-16 |
Branch Locations
255 Sw Bluff Drive Suite 200, Bend, OR 97702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Bend | OR | 11/2021 | Present |
| Wells Fargo | Madras | OR | 05/2016 | 08/2017 |
| Wells Fargo | Bend | OR | 12/2014 | 11/2021 |
| The Westhoff-Henderson Group | Bend | OR | 11/2021 | 11/2024 |
| Raymond James Financial Services Advisors, Inc | Bend | OR | 11/2023 | Present |
| The Westhoff Group | Bend | OR | 11/2024 | Present |
(1)Name of Business: The Westhoff Group Address: 360 SW Bond St Ste 410, Bend, OR, 97702-3556, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/19/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41-80 Description of duties: Registered Representative (2)Name of Business: The Westhoff Group Address: 360 SW Bond St Ste 410, Bend, OR, 97702-3556, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/15/2021 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 41+ Description of duties: I am the registered representative for the FA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-06 |
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