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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-08 |
| TX | RA | APPROVED | 2024-11-07 |
Branch Locations
3 Pointe Dr Ste 202, Brea, CA 92821 • United States
620 Newport Ctr Dr Suite 900, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc (F/K/A Linsco/ Private Ledger) | Anaheim | CA | 06/2007 | 11/2024 |
| Partners Federal Credit Union | Anaheim | CA | 11/2007 | 11/2024 |
| Raymond James & Associates Inc. | Newport Beach | CA | 11/2024 | Present |
(1)Name of Business: Address: 166 N Singingwood St #13, Orange, CA, 92869, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/06/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: One long-term and one short-term rental. Please see info below for details.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-29 |
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