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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-02-17 |
Branch Locations
360A West Portal Avenue, San Francisco, CA 94127 • 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 | San Francisco | CA | 02/2016 | Present |
| Raymond James Financial Services Advisors Inc. | San Francisco | CA | 02/2016 | Present |
| West Portal Financial Group, Llc | San Francisco | CA | 11/2016 | Present |
(1)Name of Business: West Portal Financial Group, LLC Address: 360A West Portal Avenue, San Francisco, CA, 94127, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/09/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-21 |
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