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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2018-06-07 |
| OR | RA | APPROVED | 2017-08-28 |
Branch Locations
121 Nw Greenwood Avenue Suite 101, Bend, OR 97703 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Bend | OR | 07/2011 | Present |
| Raymond James Financial Services Advisors Inc. | Bend | OR | 08/2017 | Present |
(1)Name of Business: Forty Creek Investments Address: 300 SW Columbia St Ste 204, Bend, OR, 97702, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/30/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 1/2 owner set up for comp from RJ (2)Name of Business: N/A Address: Tenderfoot Valley Road, Joseph, OR, 97759, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 10/30/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 1985-11-07 |
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