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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-11-14 |
| CA | RA | APPROVED | 2009-06-10 |
Branch Locations
3403 Tenth Street Suite 820, Riverside, CA 92501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Riverside | CA | 06/2009 | Present |
| Raymond James Financial Services Advisors, Inc. | Riverside | CA | 06/2009 | Present |
| California Republican Delegate | Sacramento | CA | 01/2015 | 12/2017 |
(1)Name of Business: RLM Wealth Group Address: 3403 Tenth St Ste 820, Riverside, CA, 92501, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/13/2009 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: President/CEO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 1989-05-05 |
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