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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2015-09-21 |
Branch Locations
21700 Oxnard St Suite 1930, Woodland Hills, CA 91367 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Woodland Hills | CA | 09/2015 | Present |
| Raymond James Financial Services Advisors Inc. | Woodland Hills | CA | 09/2015 | Present |
| Monument Wealth Advisors | Woodland Hills | CA | 09/2015 | Present |
| Monument Associates | Woodland Hills | CA | 09/2021 | Present |
(1)Name of Business: Hidden Lake HOA Address: 8931 Samra Dr, West Hills, CA, 91304, United States Activity Type: Non profit Position/Title: Board Member Investment Related: Yes Start Date: 01/09/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Treasurer & Co-Secretary
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-03 |
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