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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-12-07 |
| CA | RA | APPROVED | 2010-07-01 |
Branch Locations
301 North Lake Avenue Suite 1150, Pasadena, CA 91101 • United States
Tarzana, CA • 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 & Associates | Pasadena | CA | 06/2010 | Present |
(1)Name of Business: Rosenthal Address: 18311 Karen Drive, Tarzana, CA, 91356, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 07/06/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Trustee/Successor Trustee. I am co-trustee (with my sister-in-law) of my in-laws' irrevocable life insurance trust. I am responsible for making sure the premium for the policy is paid every year.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-22 |
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