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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-11 |
| CA | RA | APPROVED | 2025-02-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | San Diego | CA | 02/2003 | 02/2025 |
| Raymond James Financial Services, Inc. | San Diego | CA | 02/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | San Diego | CA | 02/2025 | Present |
(1)Name of Business: Dragon SD LLC Address: 325 7th Ave #1806, San Diego, CA, 92101, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/01/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I own the real estate LLC . but use a property manager (2) Name of Business: TWMSD LLC Address: 350 10th Ave #880, San Diego, CA, 92101 Activity Type: Support Company - Owner/Non-Owner Position/Title: Officer - President Investment Related: No Start Date: 02/10/2025 HPM: 81+ HPM trade hours: 41+ Duties: this is the LLC for tam wealth mgmt (3) Tam Wealth Management. Not investment related. San Diego, CA. DBA/Support Company. Branch Owner/Advisor. Started: 02/2025. 0 hours per month. 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-01 |
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