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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-01-05 |
| WA | RA | APPROVED | 2009-01-02 |
Branch Locations
1401 Camino Del Mar Suite 201, Del Mar, CA 92014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Mercer Island | WA | 04/2007 | Present |
| Raymond James Financial Services Advisors, Inc | Mercer Island | WA | 01/2009 | Present |
| Flynn Financial Group Llc | Mercer Island | WA | 08/2008 | Present |
(1)Name of Business: Del Mar Foundation Address: 1428 Stratford Court, Del Mar, CA, 92014, United States Activity Type: Non profit Position/Title: Committee Member Investment Related: Yes Start Date: 01/25/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Member of investment committee that oversees the management of Foundation funds. Funds are invested at Schwab and only one index funds and/or treasuries. I have no investment authority, no signing authority, no authority to access account information or reports. Purely volunteer oversight with six other volunteer residents of Del Mar, CA. (2)Name of Business: Flynn Financial Group LLC Address: 1401 Camino Del Mar, Suite 201, Del Mar, ca, 92014, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/15/2008 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Same activies as my RJ Branch activies. (3)Name of Business: Watermark Address: 1401 Camino Del Mar Ste 201, Del Mar, CA, 92014-2605, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 07/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Simply seeking to be appointed with an outside insurance consultant.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-03-12 |
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