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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-07-28 |
| CA | RA | APPROVED | 2019-02-08 |
Branch Locations
5855 E Naples Plaza Suite 103, Long Beach, CA 90803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs | Long Beach | CA | 04/2012 | 02/2019 |
| Raymond James Financial Services, Inc | Long Beach | CA | 02/2019 | Present |
| Raymond James Financial Services Advisors, Inc | Long Beach | CA | 02/2019 | Present |
| Concurrent Advisors | Long Beach | CA | 02/2019 | 03/2023 |
(1)Name of Business: Wolfley Wealth Management Address: 5855 E Naples Plaza, Suite 103, Long Beach, CA, 90803, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 06/25/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: President of this branch.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-14 |
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