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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2012-03-07 |
Branch Locations
3281 E Guasti Road Suite 210, Ontario, CA 91761 • United States
78010 Main Street, La Quinta, CA 92253 • United States
1201 E Ocean Avenue Suite K, Lompoc, CA 93436 • United States
La Quinta, 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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | La Quinta | CA | 08/2005 | Present |
| Pickett Financial Partners | Lompoc | CA | 09/2008 | Present |
| Raymond James Financial Services Advisors, Inc | La Quinta | CA | 01/2009 | Present |
| Pickett Financial Partners | Ontario | CA | 01/2008 | 10/2017 |
(1)Name of Business: Laguna Investment Trust Address: 49050 Calle Flora, La Quinta, CA, 92253, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 08/01/2006 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties:
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-12-17 |
| S65 | Uniform Investment Adviser Law Examination | 1996-12-17 |
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