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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-04-13 |
| WA | RA | APPROVED | 2009-01-02 |
Branch Locations
3202 Harborview Dr Nw. Suite A, Gig Harbor, WA 98335 • United States
Indio, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Gig Harbor | WA | 09/1992 | Present |
| Raymond James Financial Services Advisors, Inc | Gig Harbor | WA | 01/2009 | Present |
(1)Name of Business: Harborview House, LLC. Address: 3202 Harborview Dr, Gig Harbor, WA, 98335, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 02/02/2006 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Own 50% of office building (2)Name of Business: Stewart and Rosenboom Financial Group Address: 3202 Harborview Dr. NW, Gig Harbor, WA, 98335, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 08/15/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 11-20 Description of duties: Branch Manager supervises the daily operations, reviews trades, correspondence, and account management, manages branch finances, leads staff, and ensures compliance with regulations. (3)Name of Business: Terri Jiganti Stewart, PS Address: 3202 Harborview Dr Ste A, Gig Harbor, WA, 98335, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2008 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Incorporating my business as advised by my tax advisor (4)Name of Business: YWCA Pierce County Address: 405 Broadway , Tacoma, WA, 98402, United States Activity Type: Non profit Position/Title: Committee Member Investment Related: Yes Start Date: 08/14/2009 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Member of finance committees
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-07-30 |
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