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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-06-13 |
| CA | RA | APPROVED | 2019-06-03 |
Branch Locations
301 North Lake Avenue Suite 1150, Pasadena, CA 91101 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sun Valley | CA | 10/2009 | 06/2018 |
| Bank Of America, N.A. | Pasadena | CA | 07/2011 | 06/2018 |
| Cantella & Co., Inc. | Boston | MA | 06/2018 | 05/2019 |
| Raymond James & Associates | Pasadena | CA | 05/2019 | Present |
(1)Name of Business: Rental property Address: 195 LA VEREDA RD , PASADENA , CA, 91105, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/01/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Collect rental payment and fix any problems with the condo (2)Name of Business: Rental Property Address: 195 LA VEREDA RD , PASADENA , CA, 91105, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 03/22/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: To manage the rental unit
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-05 |
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