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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-19 |
| CA | RA | APPROVED | 2018-07-09 |
Branch Locations
2999 Oak Road Suite 1030, Walnut Creek, CA 94597 • United States
Oakland, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bancwest Investment Services | San Francisco | CA | 11/2015 | 07/2018 |
| Bank Of The West | San Francisco | CA | 11/2015 | 07/2018 |
| Raymond James & Associates, Inc. | San Francisco | CA | 07/2018 | Present |
(1)Name of Business: Address: 4121 Market St, A, Emeryville, CA, 94608, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/01/2006 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 the property. Collect rent and pay for mortgage & expenses pertaining to my property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2003-09-05 |
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