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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-12-04 |
| TX | RA | APPROVED | 2020-12-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Redding | CA | 08/2006 | 12/2020 |
| Raymond James Financial Services Advisors, Inc. | Monterey | CA | 12/2020 | Present |
| Raymond James Financial Services, Inc. | Monterey | CA | 12/2020 | Present |
| Concurrent Advisors | Redding | CA | 12/2020 | 03/2023 |
(1)Name of Business: Onyx Wealth Strategies Address: 2620 Larkspur Ln Ste Q, Redding, CA, 96002-1043, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 08/01/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Use as DBA in some client facing marketing. Work in partnership with owner (Patrick Black 8TN01) to support each other's business practices when needed.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-06-16 |
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