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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-08-08 |
| TX | RA | APPROVED | 2018-08-08 |
Branch Locations
1101 Sylvan Ave Ste C 101, Modesto, CA 95350 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | Modesto | CA | 07/2011 | 08/2018 |
| Raymond James Financial Services, Inc. | Modesto | CA | 08/2018 | Present |
| Raymond James Financial Services Advisors, Inc. | Modesto | CA | 08/2018 | Present |
| Concurrent Advisors | Modesto | CA | 01/2021 | 03/2023 |
(1) Name of Business: Hebrews 135, LLC Address: 1101 Sylvan Ave, C-101, Modesto, CA, 95350, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 01/01/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: business owner, investment adviser (2) Name of Business: Rooted Partners Address: 1101 Sylvan Ave Ste C101, Modesto, CA, 95350-1687, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/22/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: General Partner - office expenses including rent, office staff, and marketing. (3) Name of Business: Rooted Wealth Management Address: 1101 Sylvan Ave Ste C101, Modesto, CA, 95350-1687, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Rooted Wealth Management is our DBA for our office. Both Thad Ortez and I are founding partners. (4) Name of Business: WOWPOW Properties LLC Address: 3424 Norton Ave, Modesto, CA, 95350, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/05/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Rental Property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-26 |
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