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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-23 |
| OR | RA | APPROVED | 2015-12-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Hillboro | OR | 11/2015 | Present |
| Raymond James Financial Services Advisors Inc. | Hillsboro | OR | 12/2015 | Present |
| First Tech Federal Credit Union | Hillsboro | OR | 11/2015 | Present |
(1)Name of Business: Address: 5860 NE Cornell Rd, Hillsboro, OR, 97124, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 10/01/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Clients from previous firms with existing life insurance contracts who I intend on servicing and possible new sales of life insurance. (2)Name of Business: Addison Avenue Investment Services Address: 5860 NE Cornell Rd, Hillsboro, OR, 97124, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/09/2015 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-24 |
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