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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-01-22 |
| OR | RA | APPROVED | 2009-01-02 |
Branch Locations
2101 Nw Professional Drive Suite 201, Corvallis, OR 97330 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Corvallis | OR | 12/1988 | Present |
| Raymond James Financial Services Advisors, Inc | Corvallis | OR | 01/2009 | Present |
(1)Name of Business: Address: 2101 NW Professional Dr. #201, Corvallis, OR, 97330, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 12/06/2005 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: NOT REQUIRED AT TIME OF SUBMISSION\n\nActually, I no longer submit annuity and life insurance new business. I only submit this OBA to be able to service clients with these contracts. (2)Name of Business: Cudo Financial, Inc. Address: 2101 NW Professional Drive #201, Corvallis, OR, 97330, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 11/01/1988 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: ICD, thru RJFS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 1987-04-01 |
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