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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-01-09 |
Branch Locations
1915 Ne Stucki Avenue Suite 400, Office 431, Hillsboro, OR 97006 • United States
5100 Ne Dawson Creek Dr, Hillsboro, OR 97124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Beaverton | OR | 03/2023 | 01/2025 |
| Wells Fargo Bank, Na | Beaverton | OR | 12/2018 | 01/2025 |
| Keybank National Assn. | Hillsboro | OR | 06/2018 | 12/2018 |
| Finance Of America | Beaverton | OR | 03/2018 | 06/2018 |
| Skyline Home Loans | Beaverton | OR | 06/2017 | 03/2018 |
| Pacific Residential Mortgage | Lake Oswego | OR | 01/2017 | 06/2017 |
| International City Mortgage | Lake Oswego | OR | 08/2014 | 12/2016 |
| Amazon Fresh | Portland | OR | 05/2021 | 12/2022 |
| Raymond James Financial Services, Inc. | Hillsboro | OR | 01/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Hillsboro | OR | 01/2025 | Present |
| Addison Avenue Investment Services | Hillsboro | OR | 01/2025 | Present |
| First Tech Federal Credit Union | Hillsboro | OR | 01/2025 | Present |
(1)Name of Business: Addison Avenue Investment Services Address: 5100 NE Dawson Ct., Hillsboro, OR, 97124, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/21/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Client services associate supporting financial advisor. (2)Name of Business: First Tech Federal Credit Union Address: 5100 NE Dawson Creek, Hillsboro, OR, 97124-5704, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 01/21/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Client services associate supporting a financial advisor.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-24 |
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