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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-12-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 01/2004 | 12/2021 |
| Raymond James Financial Services, Inc. | Redding | CA | 12/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Redding | CA | 12/2021 | Present |
| Concurrent Advisors | Redding | CA | 12/2021 | 03/2023 |
| Onyx Wealth Strategies | Redding | CA | 12/2021 | Present |
Onyx Wealth Strategies Not Investment Related Address:2620 Larkspur Lane Ste Q, Redding, CA Nature: Support Company - Non-Owner Start Date: 12/06/20021 Position/Title: Other Hours Per Month Devoted: 81+ Hours Per Month Devoted During Securities Trading: 21-40 Duties: Managing Partner of the LLC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-11 |
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