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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-12-17 |
| CA | RA | APPROVED | 2013-01-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Capitola | CA | 08/2012 | Present |
| Raymond James Financial Services Advisors Inc. | Capitola | CA | 01/2013 | Present |
| Not Provided | Capitola | CA | 12/2021 | Present |
(1)Name of Business: Cabrillo College Foundation Address: 6500 Soquel Drive, Aptos, CA, 95003, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member Investment Related: Yes Start Date: 09/01/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I am a volunteer member of the Board of Directors who govern the activities of the foundation and include representatives from the local college and the community. (2)Name of Business: Stiles-Strudley Inc. Address: 2121 41st Ave Ste 206, Capitola, CA, 95010-2058, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 12/23/2021 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: CEO of our concierge wealth management services company in affiliation with Raymond James Financial Services, Inc. We do not use the Stiles-Strudley Inc name, we only just the RJFS brand. (3)Name of Business: Tech Success Book Address: 2121 41st Ave Ste 206, Capitola, CA, 95010, United States Activity Type: Other Position/Title: Author Investment Related: Yes Start Date: 01/01/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Trevor Strudley is author of "Tech Success: How Technology Executives and their Families Manage Meaningful Wealth". The book provides a practical introduction to comprehensive wealth management for Silicon Valley executives and their family members.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-22 |
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