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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-10-20 |
| CA | RA | APPROVED | 2022-10-19 |
Branch Locations
620 Newport Ctr Dr Suite 900, Newport Beach, CA 92660 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer & Co. Inc. | Newport Beach | CA | 05/2013 | 10/2022 |
| Raymond James & Associates | Newport Beach | CA | 10/2022 | Present |
(1)Name of Business: Address: 579 Golf Course Road, Lake Arrowhead, CA, 92352, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 05/01/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner (2)Name of Business: Address: 3168 Marigold Cir, Diamond Bar , CA, 91765, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 11/30/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of a property under my wife and myself for rental incomes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-04-19 |
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