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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-25 |
| CA | RA | APPROVED | 2017-06-30 |
Branch Locations
832 12Th Street Suite 601, Modesto, CA 95354 • 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 | Modesto | CA | 09/2008 | 06/2017 |
| Bank Of America, N.A. | Modesto | CA | 08/2009 | 06/2017 |
| Raymond James & Associates | Modesto | CA | 06/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-01-19 |
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