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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-07-29 |
| CA | RA | APPROVED | 2009-01-14 |
Branch Locations
1793 East Main Street, Grass Valley, CA 95946 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Grass Valley | CA | 12/2008 | Present |
| Raymond James Financial Services Advisors Inc. | Grass Valley | CA | 01/2009 | Present |
| Sams Capital Asset Management | Grass Valley | CA | 12/2009 | Present |
| Independent Financial Advisor | Grass Valley | CA | 07/2010 | Present |
(1)Name of Business: NA Address: 1793 East Main Street, Grass Valley, CA, 95945, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 12/27/2013 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 in commercial real estate for Sams Family Trust, Eric Sams and Lori Sams Trustees. (2)Name of Business: Sams Capital Asset Management Address: 1793 E. Main Street, Grass Valley, CA, 95945, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2010 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Ownership interest is Sams Capital Asset Management (3)Name of Business: Sams Investment Strategies Address: 1793 East Main Street, Grass Valley, CA, 95945, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/24/2012 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: President of Sams Capital Asset Management Inc, d/b/a Sams Investment Strategies (4)Name of Business: Sams, Eric & Lori Address: 11167 Weatherly Pl, Grass Valley, CA, 95945, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 02/26/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Grantor/Trustee of The Sams Family Trust
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-01-22 |
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