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2550 Via Tejon Suite 3A, Palos Verdes Estates, CA 90274 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-02 |
| TX | RA | APPROVED | 2024-01-02 |
Branch Locations
2550 Via Tejon Suite 3A, Palos Verdes Estates, CA 90274 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Torrance | CA | 05/2016 | 01/2024 |
| Raymond James Financial Services Advisors, Inc. | Torrance | CA | 05/2016 | 01/2024 |
| Delarme Wealth Management, Inc. | Torrance | CA | 05/2016 | 01/2024 |
| Maeder Wealth Group | Torrance | CA | 06/2016 | 03/2017 |
| Ucla Extension | Palos Verdes Estates | CA | 11/2021 | Present |
| Delarme Wealth Management, Inc. | Palos Verdes Estates | CA | 10/2023 | Present |
UCLA Extension not investment-related 1145 Gayley Ave, Los Angeles, CA, 90024 public university Instructor 11/1/2021 60 hours per year all hours during trading Teach an Investment Planning course 2-3 times a year. Jeffrey DeLarme investment-related 2550 Via Tejon, Suite 3A, Palos Verdes Estates, CA, 90274 insurance Licensed Insurance Agent 1/20/2017 0 hours per month 0 hours during trading Although I am insurance licensed, I am not actively selling insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-10 |
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