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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2011-11-03 |
Branch Locations
51 E Campbell Ave Suite 101C And 101D, Campbell, CA 95008 • United States
San Jose, 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 Financial Services, Inc. | San Jose | CA | 10/2011 | Present |
| Raymond James Financial Services Advisors Inc. | San Jose | CA | 11/2011 | Present |
| Cdfa: Certified Divorce Financial Analyst | San Jose | CA | 11/2016 | Present |
(1)Name of Business: Blue Diamond Wealth Management Address: 51 E. Campbell Ave # 101-C, Campbell, CA, 95008, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 12/08/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Branch Manager of this RJFS Branch. This is just the name that I use for my particular branch.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-04-29 |
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