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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2020-09-11 |
| TX | RA | APPROVED_RES | 2020-06-01 |
| CA | RA | APPROVED | 2017-03-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Rocklin | CA | 11/2016 | 12/2016 |
| First Tech Federal Credit Union | Rocklin | CA | 06/2012 | 05/2018 |
| Raymond James Financial Services, Inc. | Rocklin | CA | 12/2016 | 03/2017 |
| Raymond James Financial Services Advisors Inc. | Eagle | ID | 03/2017 | Present |
| Raymond James Financial Services, Inc. | Eagle | ID | 03/2017 | Present |
| First Tech Federal Credit Union | Eagle | ID | 05/2018 | Present |
| Addison Avenue Investment Services | Eagle | ID | 11/2016 | Present |
(1) Name of Business: Addison Avenue Investment Services Address: 47 E. Riverside Dr., Eagle, ID, 83616, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/14/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Provide financial advice to our members
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-15 |
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