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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-25 |
| CA | RA | APPROVED | 2014-11-07 |
Branch Locations
2601 Saturn Street Suite 100, Brea, CA 92821 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Brea | CA | 11/2014 | Present |
| Raymond James Financial Services Advisors Inc. | Brea | CA | 11/2014 | Present |
Name of Business: Blunt Wealth Services, Address: 2601 Saturn St Ste 100, Brea, CA, 92821, Activity Type: Support Company - Owner, Position/Title: Other, Investment Related: No Start Date: 11/07/2014, HPM: 11-20, HPM trade hours: 21-40, Duties: branch manager financial advisor.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-07-12 |
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