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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2023-01-31
  • WA RA
    APPROVED
    Since 2023-01-31

Branch Locations

11747 Ne 1St Street Suite 202, Bellevue, WA 98005 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
U.S. Bancorp Kent WA 05/2019 02/2021
Raymond James Financial Services, Inc Bellevue WA 03/2021 Present
Us Bank Puyallup WA 01/2017 05/2019
Us Bank Lakewood WA 02/2016 01/2017
Raymond James Financial Services Advisors, Inc. Bellevue WA 01/2023 Present
Eastside Advisors Bellevue WA 02/2021 Present
  • 05/2019 → 02/2021
    U.S. Bancorp
    Kent, WA
  • 03/2021 → Present
    Raymond James Financial Services, Inc
    Bellevue, WA
  • 01/2017 → 05/2019
    Us Bank
    Puyallup, WA
  • 02/2016 → 01/2017
    Us Bank
    Lakewood, WA
  • 01/2023 → Present
    Bellevue, WA
  • 02/2021 → Present
    Eastside Advisors
    Bellevue, WA
Other Businesses

(1)Name of Business: Eastside Advisors Address: 11747 NE 1st St Ste 202, Bellevue, WA, 98005-3018, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 03/01/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: None. www.EastsideAdvisors.com is a shortened version of our Raymond James website, www.RaymondJames.com/EastsideAdvisors. Eastside Advisors is just a URL that mirrors to our full Raymond James website hosted by Raymond James web services.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-30
S63 Uniform Securities Agent State Law Examination 2019-09-29
  • S65 Uniform Investment Adviser Law Examination
    2023-01-30
  • S63 Uniform Securities Agent State Law Examination
    2019-09-29

View on SEC IAPD

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