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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-05-07 |
Branch Locations
1276 N Palm Canyon Dr Suite 206, Palm Springs, CA 92262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 12/2000 | 04/2018 |
| Raymond James Financial Services, Inc. | Hollister | CA | 05/2018 | Present |
| Raymond James Financial Services Advisors, Inc. | Hollister | CA | 05/2018 | Present |
| Vivian Investment Partners | Palm Springs | CA | 05/2018 | Present |
(1)Name of Business: Address: 680 Fountain Drive , Palm Springs , CA, 92262, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 04/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Rent office space to my business, Vivian Investment Partners. (2)Name of Business: Vivian Investment Partners Address: 1276 N Palm Canyon Drive Suite 206 , Palm Springs , CA, 92262, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/09/2018 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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-12-13 |
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