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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-10 |
| CA | RA | APPROVED | 2023-01-10 |
Branch Locations
2999 Oak Road Suite 1030, Walnut Creek, CA 94597 • United States
Danville, 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 & Associates, Inc. | Walnut Creek | CA | 01/2023 | Present |
| Oppenheimer & Co. Inc. | San Francisco | CA | 01/2007 | 01/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-11 |
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