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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Carpinteria | CA | 10/2012 | 12/2016 |
| Raymond James Financial Services, Inc. | Ventura | CA | 11/2025 | Present |
| Ventura County Community Development Corporation (Vccdc) | Oxnard | CA | 01/2024 | 11/2025 |
| Homemaking | Ventura | CA | 12/2021 | 12/2023 |
| Jp Morgan Chase Bank Na | Oxnard | CA | 12/2015 | 12/2021 |
| Raymond James Financial Services Advisors, Inc. | Ventura | CA | 04/2026 | Present |
(1) Name of Business: Diamond Oak Wealth Partners Address: Remote Location, Ventura, CA, 93001, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/30/2025 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Licensed Branch Professional (2) Name of Business: Silvertree Collective Address: Remote Location, Ventura, CA, 93001, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/30/2025 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Licensed Branch Professional.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 2011-02-21 |
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