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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-06-09 |
Branch Locations
19753 S Hwy 213, Oregon City, OR 97045 • United States
2915 Se Oak Grove Blvd, Milwaukie, OR 97267 • United States
2430 Ne Mcdonald Lane, Mcminnville, OR 97128 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eastern Washington University | Spokane | WA | 06/2023 | 06/2024 |
| Raymond James & Associates, Inc. | Oregon City | OR | 05/2024 | 05/2025 |
| Rentokil | Vancouver | WA | 09/2022 | 04/2024 |
| Bain Capital | Jacksonville | FL | 08/2019 | 08/2022 |
| Lyft | Jacksonville | FL | 10/2018 | 08/2019 |
| Alimentation Couche-Tard | Jacksonville | FL | 10/2016 | 12/2018 |
| Raymond James Financial Services, Inc. | Oregon City | OR | 05/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Oregon City | OR | 05/2025 | Present |
OnPoint Credit Union Investment-related Portland, OR Financial Institution Bank Associate 05/2025 160 hours per month 130 hours during trading OnPoint Investment Services Not investment-related Portland, OR DBA/Support Company Advisor 05/2025 0 hours per month 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-07 |
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