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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-03-07 |
| WA | RA | APPROVED | 2015-04-10 |
| OR | RA | APPROVED | 2009-01-02 |
Branch Locations
5440 Southwest Westgate D Suite 110, Portland, OR 97221 • 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 |
|---|---|---|---|---|
| The Commerce Company | Portland | OR | 06/1995 | Present |
| Raymond James Financial Services, Inc. | Portland | OR | 06/1995 | Present |
| Raymond James Financial Services Advisors, Inc | Portland | OR | 01/2009 | Present |
(1)Name of Business: Simpson Charitable Trust Address: 12911 SW Cherry Blossom Ct, Beaverton , OR, 97008, United States Activity Type: Non profit Position/Title: Advisory Board Investment Related: Yes Start Date: 06/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: attending meetings of Bank Trust managing assets.\ninjecting opinions about non-profits getting donations. (2)Name of Business: The Commerce Company Address: 5440 SW Westgate Dr Ste 110 Portland OR 97221, portland, OR, 97221, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/01/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: President of The Commerce Company
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 1983-01-07 |
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