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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-05-20 |
Branch Locations
2929 Sw Cedar Hills Blvd Bldg 19, Beaverton, OR 97005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Beaverton | OR | 05/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Beaverton | OR | 05/2026 | Present |
| First Tech Federal Credit Union | Beaverton | OR | 05/2026 | Present |
| Wells Fargo Clearing Services, Llc | Tigard | OR | 02/2024 | 05/2026 |
| Wells Fargo Bank, Na | Tigard | OR | 01/2022 | 05/2026 |
| Jim And Patty's Coffee People | Beaverton | OR | 02/2021 | 01/2022 |
| Sally Beauty | Hillsboro | OR | 03/2021 | 06/2021 |
| American Eagle Outfitters | Hillsboro | OR | 10/2019 | 01/2021 |
| Sweet Cravings Bakery & Bistro | Moab | UT | 04/2019 | 08/2019 |
| Premier Lodging And Property Management | Moab | UT | 08/2018 | 04/2019 |
| Papa John's | Aloha | OR | 10/2015 | 08/2018 |
| Sunset High School | Portland | OR | 09/2013 | 06/2017 |
(1) Name of Business: Addison Avenue Investment Services Address: 2929 SW Cedar Hills Blvd, Beaverton, OR, 97002-1342, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/18/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Support Advisor (2) Name of Business: First Tech Federal Credit Union Address: 2929 SW Cedar Hills Blvd Bld 19, Beaverton, OR, 97005-1342, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 05/18/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: support advisors in administrative tasks
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-13 |
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