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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-03 |
| CA | RA | APPROVED | 2026-02-02 |
| WA | RA | APPROVED | 2026-02-02 |
Branch Locations
227 20Th St Ste 101, Newport Beach, CA 92663 • United States
Nine Mile Falls, WA • United States
Nine Mile Falls, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | San Diego | CA | 06/2014 | 02/2026 |
| Raymond James Financial Services, Inc. | Newport Beach | CA | 02/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Newport Beach | CA | 02/2026 | Present |
(1)Name of Business: Pacific Wealth Partners Address: 6633 Long Lake Drive, Nine Mile Falls, WA, 99026, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 12/24/2024 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 41+ Description of duties: Role in relation to this activity: Founder , Officer-President, Owner/Proprietor. Pacific Wealth Partners is our DBA. It is incorporated in the state of WY as an S-Corp\n
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-10 |
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