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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-06-14 |
| TX | RA | APPROVED_RES | 2021-06-14 |
Branch Locations
1755 W Hammer Lane Suite 8, Stockton, CA 95209 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 05/2012 | 06/2021 |
| Bbva Wealth Solutions Inc. | Stockton | CA | 10/2010 | 06/2021 |
| Bbva Securities Inc. | Stockton | CA | 05/2013 | 06/2021 |
| Compass Bank | Birmingham | AL | 08/2009 | 06/2021 |
| Raymond James Financial Services, Inc. | Stockton | CA | 06/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Stockton | CA | 06/2021 | Present |
(1) Name of Business: Barnes & Quesada Address: 1692 W Hibiscus Blvd, Melbourne, FL, 32901-2631, United States Activity Type: Accounting/CPA Position/Title: Other Investment Related: No Start Date: 05/15/2026 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Tax Preparation when needed (2) Name of Business: CPA Financial Enrichment Group Address: 1692 W Hibiscus Blvd, Melbourne, FL, 32901, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 02/05/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Assistant (3) Name of Business: IW Cooper Consulting LLC Address: 3001 Albert Ct, Melbourne, FL, 32935, United States Activity Type: Accounting/CPA Position/Title: Bookkeeper Investment Related: No Start Date: 11/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Quickbooks Input
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-18 |
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