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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-08-25 |
| TX | RA | APPROVED | 2025-08-22 |
Branch Locations
205 Se Spokane St Suite 300, Portland, OR 97202 • United States
Portland, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Portland | OR | 02/2018 | 08/2025 |
| Pdx Counseling, Llc | Portland | OR | 09/2009 | 03/2018 |
| Raymond James Financial Services Advisors, Inc. | Portland | OR | 08/2025 | Present |
| Raymond James Financial Services, Inc. | Portland | OR | 08/2025 | Present |
(1) Name of Business: Invista Wealth Advisory LLC Address: 205 SE Spokane St Ste 300, Portland, OR, 97202-6487, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 08/22/2002 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-08 |
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