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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-11-02 |
Branch Locations
21700 Oxnard St Suite 1930, Woodland Hills, CA 91367 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Los Angeles | CA | 11/2013 | 10/2016 |
| Raymond James Financial Services, Inc | Woodland Hills | CA | 10/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Woodland Hills | CA | 11/2016 | Present |
| Jigsaw Wealth Management | Woodland Hills | CA | 10/2016 | Present |
| Aflac | Woodland Hills | CA | 04/2019 | Present |
| Aflac | Woodland Hills | CA | 04/2019 | Present |
(1)Name of Business: AFLAC Address: 21700 Oxnard Street Suite 1930, Woodland Hills, CA, 91367, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 04/23/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: OFFERING AFLAC PRODUCTS TO SUITED CLIENTS AND PROSPECTS (2)Name of Business: Jigsaw Wealth Management Address: 21700 Oxnard Ave suite 1930, Woodland Hills, CA, 91367, United States Activity Type: Support Company - Owner Position/Title: Officer - Treasurer Investment Related: No Start Date: 10/26/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: partner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-28 |
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