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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-09-24 |
Branch Locations
1100 Station Drive Suite 161, Dupont, WA 98327 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 24 Sevent Talent | Costa Mesa | CA | 05/2022 | 10/2022 |
| Alpine Solutions Group | Los Angeles | CA | 02/2022 | 05/2022 |
| Emser Tile | Los Angeles | CA | 06/2021 | 02/2022 |
| Two Bit Circus | Los Angeles | CA | 05/2021 | 06/2021 |
| 1901 Consulting | Scottsdale | AZ | 09/2020 | 04/2021 |
| Unemployed | Los Angeles | CA | 03/2020 | 09/2020 |
| Porta Via Inc | Pacific Palisades | CA | 09/2018 | 03/2020 |
| Estate Restaurant | Santa Monica | CA | 05/2018 | 01/2019 |
| University Of Southern California | Los Angeles | CA | 08/2014 | 05/2018 |
| Thrivent Investment Management Inc. | Glendale | CA | 12/2022 | 08/2024 |
| Raymond James Financial Services, Inc. | Lake Oswego | OR | 08/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Lake Oswego | OR | 08/2024 | Present |
| State & Shore Advisors, Llc | Lake Oswego | OR | 09/2024 | Present |
| Kingdom Advisors Llc | Dupont | WA | 01/2025 | Present |
(1)Name of Business: DuPont Chamber of Commerce Address: 2205 Bobs Hollow Ln, Dupont, WA, 98327, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member, Committee Member Investment Related: Yes Start Date: 01/05/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Participation Involves\n?\tBoard meetings: monthly (virtual) \n?\tCommittee involvement: flexible based on interest\n?\tEvent participation: 2-3 major annual events\n?\tCommunity engagement as a Chamber representative\nPotentially interested in joining the finance comittee. If so I will not provide financial advice, and I will not have any fiduciary responsibilities. Not signing any checks.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-28 |
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