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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-09 |
| CA | RA | APPROVED | 2012-01-19 |
Branch Locations
19200 Stevens Creek Blvd Suite 240, Cupertino, CA 95014 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services | Cupertino | CA | 01/2012 | Present |
| Raymond James Financial Services Advisors Inc. | Cupertino | CA | 01/2012 | Present |
| First Tech Fed Credit Union | Cupertino | CA | 05/2014 | 12/2023 |
| First Tech Fed Credit Union | Cupertino | CA | 12/2023 | Present |
| Addison Avenue Investment Services | Cupertino | CA | 05/2014 | 12/2023 |
(1)Name of Business: Addison Avenue Investment Services Address: 19960 Stevens Creek Blvd, Cupertino, CA, 95014, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/21/2012 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor-provide financial advice to our members. (2)Name of Business: ATS Wealth Circle Address: 19200 Stevens Creek Blvd Ste 240, Cupertino, CA, 95014-2530, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 12/25/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Wealth Management Services (3)Name of Business: Mabel's Skincare Address: 401 31st Ave, San Mateo, CA, 94403, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 07/01/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I'm a partner in my wife's skincare business. I'm on the accounts and business in the event that I need to pay for any materials. (4)Name of Business: MJG Advisors Address: 19200 Stevens Creek Blvd Ste 240, Cupertino, CA, 95014-2530, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 12/25/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 11-20 Description of duties: Wealth Services through Raymond James. This is not a public facing company, this is an S corp tied to our LLC that is already approved: ATS Wealth Circle.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-07 |
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