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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-07-29 |
| CA | RA | APPROVED | 2011-02-25 |
Branch Locations
4675 Macarthur Court Suite 450, Newport Beach, CA 92660 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Newport Beach | CA | 03/2011 | Present |
| Raymond James Financial Services Advisors Inc. | Newport Beach | CA | 02/2011 | Present |
| Yhc Wealth Management Group, Inc | Newport Beach | CA | 02/2011 | Present |
Name of Business : YHC Wealth Management Group, Inc. Address: Newport Beach, CA Nature of the Business: Support Company/DBA (Owner) Position/Title: Support Company/DBA (Owner) Investment Related:No Start Date: 02/25/2011 Hours per month devoted to this business: 40 Hours per month devoted to this business during trading hours: 0 Description of duties: Owner - Financial Advisor and Branch Manager
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-01 |
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