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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-20 |
| TX | RA | APPROVED | 2025-10-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 04/2014 | 10/2025 |
| Raymond James Financial Services Advisors, Inc. | La Jolla | CA | 10/2025 | Present |
| Raymond James Financial Services, Inc. | La Jolla | CA | 10/2025 | Present |
(1)Name of Business: TRANSFORMATIVE WEALTH ADVISORS Address: 888 Prospect St, La Jolla, CA, 92037-4260, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 10/20/2025 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: This is my Raymond James DBA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-17 |
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