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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-05-31 |
| TX | RA | APPROVED | 2023-05-31 |
Branch Locations
2633 Camino Ramon Suite 200, San Ramon, CA 94583 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services | St. Paul | MN | 06/2008 | 05/2023 |
| Summit Financial Group | San Ramon | CA | 06/2008 | Present |
| Raymond James Financial Services, Inc. | San Ramon | CA | 05/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | San Ramon | CA | 05/2023 | Present |
(1)Name of Business: Raymond James Insurance Solutions Address: 2000 Crow Canyon Pl Ste 450, San Ramon, CA, 94583-1384, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 06/14/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Selling of fixed insurance, LTC, Disability solutions for clients (2)Name of Business: Summit Financial Group Address: 2000 Crow Canyon Pl Ste 450, San Ramon, CA, 94583-1384, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor, Other Investment Related: No Start Date: 06/01/2008 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Planner \nMembership of the leadership team
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-27 |
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