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Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Hillsboro, OR
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Apr 16, 2026 | n/a | yes | Hillsboro, OR|Hillsboro, OR | Current employment |
| FIGURE 8 INVESTMENT STRATEGIES LLC | Independent wealth | Jan 7, 2025 | Jul 8, 2025 | no | Portland, OR|BOISE, ID | Previous registration |
| ALLEN CAPITAL MANAGEMENT, LLC | Independent wealth | Mar 30, 2020 | Jan 7, 2025 | no | VANCOUVER, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FIGURE 8 INVESTMENT STRATEGIES LLC | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Jul 8, 2025 | Apr 16, 2026 | 282 | Firm change | RIA to ibd |
| ALLEN CAPITAL MANAGEMENT, LLC | FIGURE 8 INVESTMENT STRATEGIES LLC | Jan 7, 2025 | Jan 7, 2025 | 0 | Firm change | RIA to RIA |