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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-02-25 |
| CA | RA | APPROVED | 2009-07-23 |
Branch Locations
2 Executive Circle, Suite 280, Irvine, CA 92614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Irvine | CA | 07/2009 | Present |
| Raymond James Financial Services Advisors, Inc. | Irvine | CA | 07/2009 | Present |
| Redwood Investments | Irvine | CA | 07/2009 | Present |
(1)Name of Business: J. E. Carlson Financial Group, Inc. Address: 2 Executive Cir Ste 280, Irvine, CA, 92620, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/16/2009 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 support company (2)Name of Business: National Life Address: 2 Executive Cir Ste 280, Irvine, CA, 92620, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 06/09/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: helping clients consider appropriate death benefit and potential cash value accumulation as an income strategy (3)Name of Business: Pelorus Address: 2 Executive Cir Ste 280, Irvine, CA, 92614-6784, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 10/31/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Brandt Bangs will be my agent running quotes, contacting clients and submitting business to this general agency for non-variable life and LTC insurance (4)Name of Business: Redwood Investments Address: 2 Executive Circle, Ste 280, Irvine, CA 92614, CA, 92614, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/01/2009 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: financial advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-11 |
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