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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-02-28 |
| TX | RA | APPROVED | 2022-02-28 |
Branch Locations
101 California Street Suite 4500, San Francisco, CA 94111 • United States
San Francisco, CA • 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 |
|---|---|---|---|---|
| J.P Morgan Securities Inc. | San Francisco | CA | 07/2010 | 02/2022 |
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 10/2010 | 02/2022 |
| Raymond James & Associates, Inc. | San Francisco | CA | 02/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-22 |
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