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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2009-01-02 |
Branch Locations
641 Fulton Ave Suite 200, Sacramento, CA 95825 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Inc. | Sacramento | CA | 06/2006 | Present |
| Shah Wealth Management | Sacramento | CA | 05/2006 | Present |
| Raymond James Financial Services Advisors, Inc | Sacremento | CA | 01/2009 | Present |
| American River Flood Control District | Sacramento | CA | 07/2012 | 12/2024 |
(1) Name of Business: Sacramento County Employees' Retirement System (SCERS) Board Address: 980 9th Street, Suite 1900, Sacramento, CA, 95814, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board Investment Related: No Start Date: 01/01/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: One of nine board members that oversee the SCERS staff in performing their duties in accordance with applicable law, SCRES regulations, and Board policies, but delegates the day-to-day administrative responsibilities to the Chief Executive Officer
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-06 |
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