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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2024-09-24
  • WA RA
    APPROVED
    Since 2024-09-24

Branch Locations

1100 Station Drive Suite 161, Dupont, WA 98327 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 05/2022 → 10/2022
    24 Sevent Talent
    Costa Mesa, CA
  • 02/2022 → 05/2022
    Alpine Solutions Group
    Los Angeles, CA
  • 06/2021 → 02/2022
    Emser Tile
    Los Angeles, CA
  • 05/2021 → 06/2021
    Two Bit Circus
    Los Angeles, CA
  • 09/2020 → 04/2021
    1901 Consulting
    Scottsdale, AZ
  • 03/2020 → 09/2020
    Unemployed
    Los Angeles, CA
  • 09/2018 → 03/2020
    Porta Via Inc
    Pacific Palisades, CA
  • 05/2018 → 01/2019
    Estate Restaurant
    Santa Monica, CA
  • 08/2014 → 05/2018
    University Of Southern California
    Los Angeles, CA
  • 12/2022 → 08/2024
    Glendale, CA
  • 08/2024 → Present
    Raymond James Financial Services, Inc.
    Lake Oswego, OR
  • 08/2024 → Present
    Lake Oswego, OR
  • 09/2024 → Present
    State & Shore Advisors, Llc
    Lake Oswego, OR
  • 01/2025 → Present
    Kingdom Advisors Llc
    Dupont, WA
Previous Registrations
Other Businesses

(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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-28
  • S66 Uniform Combined State Law Examination
    2023-02-28

View on SEC IAPD

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