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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-01-28 |
| TX | RA | APPROVED | 2025-01-28 |
Branch Locations
1780 W. Horizon Ridge Pkwy. Suite 140, Henderson, NV 89012 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Jose | CA | 04/2011 | 04/2018 |
| Bank Of America, N.A. | San Jose | CA | 07/2011 | 05/2018 |
| Ameriprise Financial Services, Llc | San Mateo | CA | 05/2018 | 01/2025 |
| Raymond James Financial Services, Inc. | Upland | CA | 01/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Upland | CA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-28 |
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