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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-05-05 |
| TX | RA | APPROVED_RES | 2026-05-04 |
Branch Locations
8 N. State Street Suite 200, Lake Oswego, OR 97034 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Portland | OR | 10/2011 | 11/2022 |
| Stifel Independent Advisors, Llc | Lake Oswego | OR | 11/2022 | 05/2026 |
| Raymond James Financial Services, Inc. | Lake Oswego | OR | 05/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Lake Oswego | OR | 05/2026 | Present |
(1)Name of Business: DBA Tanner creek Capital Address: 8 N State St Ste 200, Lake Oswego, OR, 97034-3956, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 10/11/2011 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: This is the entity name of the business practice (2)Name of Business: Niedermeyer Financial LLC Address: 8 N State St Ste 200, Lake Oswego, OR, 97034, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/05/2011 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner/Proprietor\n\nBusiness owner, support co.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 1987-08-18 |
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