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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-05 |
| WA | RA | APPROVED | 2023-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 09/2016 | 09/2023 |
| Hinshaw's Honda | Auburn | WA | 02/2013 | 09/2016 |
| Raymond James Financial Services, Inc. | Puyallup | WA | 09/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Puyallup | WA | 09/2023 | Present |
(1)Name of Business: Address: 10204 178th Ave Ct E, Bonney Lake, WA, 98391, United States Activity Type: Other Position/Title: Other Investment Related: No Start Date: 02/12/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My wife is an Amazon Influencer and she gets paid by Amazon to create video content. She just opened an Amazon Influencer under my name so that that the videos that I help her with she is posting on my profile so that it is like a husband and wife influencer accounts. I will get a 1099 from Amazon. My wife runs this for me though. (2)Name of Business: Address: 413 29th St NE Ste B, Puyallup, WA, 98372-7050, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 02/19/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I will sell Amaritas life policies where it make sense for clients through a General agency for Ameritas. I am not obligated in any way to sell their products but they have some very beneficial options and riders not available with RJ carriers. Most of the time I am comparing these products with my RJ insurance team to do what is best for the client. (3)Name of Business: Address: 10204 178th Ave Ct E, Bonney Lake, WA, 98391, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 04/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: This is my family cabin that we AirBNB when we are not using it. (4)Name of Business: A Breezy Creation Address: 10204 178th Ave Ct E\n, Bonney Lake, WA, 98391, United States Activity Type: Business Owner Position/Title: Other Investment Related: No Start Date: 01/01/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I have none. This is my wife's business. (5)Name of Business: Donahue Financial LLC Address: 413 29th St NE Ste B, Puyallup, WA, 98372-7050, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO, Officer - President Investment Related: No Start Date: 09/05/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 2-10 Description of duties: Donahue Financial is my business that pays my Payroll, Rent, and other business expenses. I also take my salary from Donahue Financial. The Donahue Financial LLC bank account at Bank Of America is the account that RJ transfers my income to each month/quarter. (6)Name of Business: SilverTree Wealth Partners Address: 413 29th St NE Ste B, Puyallup, WA, 98372-7050, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 09/05/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: SilverTree is my DBA name and is owned by the SilverTree OSJ group that I am a part of under Raymond James.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-01 |
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