Lisa Ann Detanna

Current Employers

Employment History

• 12/2011 → Present
  Raymond James & Associates, Inc.
  Beverly Hills, CA

Previous Registrations

• 2011-03-09 → 2011-12-15
  Wedbush Securities Inc.
  Los Angeles, CA
• 2009-06-01 → 2011-02-04
  Morgan Stanley
  Beverly Hills, CA
• 2001-04-10 → 2009-06-01
  Citigroup Global Markets Inc.
  New York, NY
  Beverly Hills, CA
  Beverly Hills, CA

Other Businesses

(1)Name of Business: 27615 Hillstone LLC Address: 9817 Beeson Drive, Beverly Hills , CA, 90210, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 12/30/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am the sole owner of the property, and LLC, and the LLC has been recommended by my attorney and CPA. The property will be rented in 2026. (2)Name of Business: Co Author Children's Book Address: 9595 Wilshire Boulevard, Suite 300q, Beverly Hills , CA, 90212, United States Activity Type: Other Position/Title: Author Investment Related: Yes Start Date: 06/23/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I co authored this book with Debbie Bertram illustrated by Kevin Greene (3)Name of Business: Lisa Detanna Advisory and Marketing Inc Address: 9817 Beeson Drive, Beverly Hills, CA, 90210, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 08/14/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I will be managing the checking account designated for expenses related to my RJ business for tax purposes.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-11-10
• S63 Uniform Securities Agent State Law Examination
  1990-04-18

Other Names

• Lisa A Detanna