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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2022-06-06 |
| TX | RA | APPROVED_RES | 2022-05-26 |
Branch Locations
4949 Meadows Road Suite 620, Lake Oswego, OR 97035 • 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 |
|---|---|---|---|---|
| D.A. Davidson & Co. | Lake Oswego | OR | 05/2005 | 05/2022 |
| Raymond James Financial Services, Inc. | Lake Oswego | OR | 05/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Lake Oswego | OR | 05/2022 | Present |
(1)Name of Business: Anderson Wealth Managment Address: 4949 Meadows Rd Ste 620, Lake Oswego, OR, 97035-6101, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/26/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor & Partner of my DBA support company.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 1984-10-25 |
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