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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-03-23 |
| CA | RA | APPROVED | 2009-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Redding | CA | 10/2001 | Present |
| Raymond James Financial Services Advisors, Inc | Redding | CA | 01/2009 | Present |
| Tri Counties Bank | Redding | CA | 01/2012 | Present |
(1)Name of Business: Redding Rental House Address: 3017 Majestic Oak Circle, Cottonwood, CA, 96022, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 05/26/2015 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner/ Property Manager (2)Name of Business: Tri Counties Advisors Address: 1250 Hilltop Dr, Redding, CA, 96003, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/05/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-14 |
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