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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-08-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Corvallis | OR | 08/2023 | 01/2024 |
| Raymond James Financial Services, Inc. | Corvallis | OR | 01/2024 | Present |
| First Tech Federal Credit Union | Corvallis | OR | 10/2021 | 08/2023 |
| Oregon State Credit Union | Albany | OR | 06/2018 | 10/2021 |
| Tri-Counties Regional Center | Simi Valley | CA | 05/2015 | 04/2018 |
| Unemployed | Albany | OR | 05/2018 | 06/2018 |
| First Tech Federal Credit Union | Hillsboro | OR | 10/2021 | Present |
| Raymond James Financial Services Advisors, Inc | Corvallis | OR | 08/2024 | Present |
(1)Name of Business: Addison Avenue Investment Services Address: 1044 NE Circle Blvd, Corvallis, OR, 97330-4241, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/04/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Clerical support to the advisors, scheduling review meetings for clients and advisors, review leads from First Tech Federal Credit Union.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-22 |
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