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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-11-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 02/2013 | 09/2019 |
| Mission Federal Credit Union | San Diego | CA | 09/2019 | Present |
| Raymond James Financial Services, Inc. | San Diego | CA | 09/2019 | Present |
| Raymond James Financial Services Advisors, Inc. | San Diego | CA | 11/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-26 |
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