Best Investors Account Sign in
Current Employers
Raymond James Financial Services Advisors, Inc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-05-26
OR RA APPROVED 2018-03-06
  • TX RA
    APPROVED_RES
    Since 2021-05-26
  • OR RA
    APPROVED
    Since 2018-03-06

Branch Locations

5440 Sw Westgate Drive Suite 110, Portland, OR 97221 • United States

303 E 16Th St, Suite 215, Vancouver, WA 98663 • United States

Portland, OR • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
U.S. Bancorp Investments, Inc. Portland OR 11/2006 02/2018
Raymond James Financial Services, Inc. Portland OR 02/2018 Present
Raymond James Financial Services Advisors Inc. Portland OR 03/2018 Present
Previous Registrations
  • 2009-07-23 → 2018-02-26
    Portland, OR
    Portland, OR
    Portland, OR
    Portland, OR
    Gresham, OR
    Portland, OR
    Portland, OR
    Portland, OR
    Clackamas, OR
    Milwaukie, OR
    Clackamas, OR
    Gladstone, OR
    Troutdale, OR
    Milwaukie, OR
    Milwaukie, OR
    Portland, OR
    Portland, OR
    Troutdale, OR
    Gresham, OR
    Gresham, OR
    Sandy, OR
    Estacada, OR
    Troutdale, OR
    Portland, OR
    Happy Valley, OR
    Portland, OR
    Clackamas, OR
    Portland, OR
    Portland, OR
    Portland, OR
    Portland, OR
    Portland, OR
    Portland, OR
Other Businesses

(1)Name of Business: CMMM Investments, LLC Address: 4024 sw downs view ct, portland, OR, 97221, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/20/2024 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: CMMM Investments, LLC exists purely in relation to the Sale of Practice Agreement, regarding the retirement of David Palena effective 9/30/24 and Larry Lafady effective 3/31/26. (2)Name of Business: The Commerce Company Address: 5440 SW Westgate Dr Ste 110, Portland, OR, 97221, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/23/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Advisor with support Co.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-07-20
S63 Uniform Securities Agent State Law Examination 1999-05-01
  • S66 Uniform Combined State Law Examination
    2009-07-20
  • S63 Uniform Securities Agent State Law Examination
    1999-05-01
Other Names
  • Matthew A Marr
  • Matt Marr

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Portland, OR

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor