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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-02-02 |
Branch Locations
884 Eastlake Pkwy, #1619, Chula Vista, CA 91914 • 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 |
|---|---|---|---|---|
| Mufg Union Bank | San Diego | CA | 11/2016 | 06/2017 |
| Chase Bank | San Diego | CA | 11/2014 | 11/2016 |
| Unionbanc Investment Services | San Diego | CA | 01/2017 | 06/2017 |
| Raymond James Financial Services, Inc. | Chula Vista | CA | 12/2022 | Present |
| Mission Federal Credit Union | Chula Vista | CA | 06/2017 | Present |
| Mission Federal Credit Union/Raymond James Financial Services | Chula Vista | CA | 12/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Chula Vista | CA | 02/2023 | Present |
(1)Name of Business: Mission Federal Credit Union Address: 5500 Grossmont Center Dr Ste 113, La Mesa, CA, 91942-3070, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 06/20/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Associate Financial Advisor. Provided licensed support to the credit union's investment services department.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-28 |
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