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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-12 |
| TX | RA | APPROVED | 2026-05-11 |
Branch Locations
2655 1St St Ste 250, Simi Valley, CA 93065 • United States
6320 Canoga Ave Fl 15, Woodland Hills, CA 91367 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Logix Fcu | Burbank | CA | 07/2014 | 07/2017 |
| Invest Financial Corp | Tampa | FL | 07/2014 | 07/2017 |
| Lpl Financial, Llc | Chatsworth | CA | 07/2017 | 05/2026 |
| Raymond James Financial Services, Inc. | Woodland Hills | CA | 05/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Woodland Hills | CA | 05/2026 | Present |
1) Name of Business: Pinnacle Group Wealth Management Address: 6320 Canoga Ave Fl 15, Woodland Hills, CA, 91367, United States Activity Type: Support Company - Non Owner Position/Title: Officer - Vice President, Other, Associate/Employee Investment Related: No Start Date: 05/11/2026 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Agent/Director\n\nFinancial advisor (2) Name of Business: Raymond James Address: 6320 Canoga Ave Fl 15, Woodland Hills, CA, 91367, United States Activity Type: Non-variable Insurance Position/Title: Broker, Agent, Associate/Employee, Owner Investment Related: Yes Start Date: 03/16/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Advise clients on Non Variable Insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-10 |
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