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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-01-17 |
| TX | RA | APPROVED | 2018-01-17 |
Branch Locations
1461 Ford Street Suite 103, Redlands, CA 92373 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Redlands | CA | 11/1998 | 01/2018 |
| Raymond James Financial Services, Inc | Redlands | CA | 01/2018 | Present |
| Raymond James Financial Services Advisors Inc. | Redlands | CA | 01/2018 | Present |
(1)Name of Business: Address: 38763 Butterfly Drive, Yucaipa, CA, 92399, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/21/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of a short term rental (2)Name of Business: Citrus Wealth Management Address: 1461 Ford Street Suite 103, Redlands, CA, 92373, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/12/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner/Financial advisor (3)Name of Business: Marvin Address: 1461 Ford Street, Redlands, CA, 92373, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 03/13/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Co trustee of the trust
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-25 |
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