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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-09-19 |
| CA | RA | APPROVED | 2022-09-16 |
Branch Locations
600 Grand Avenue Suite 301, Oakland, CA 94610 • 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 |
|---|---|---|---|---|
| Edward Jones | Okland | CA | 07/2012 | 09/2022 |
| Raymond James Financial Services, Inc. | Oakland | CA | 09/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Oakland | CA | 09/2022 | Present |
((1) Name of Business: Address: 2024 West 104th St, Cleveland, CA, 44102, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 02/19/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Own the property. Management company runs everything (2) Name of Business: Address: 600 Grand Ave Ste 301, Oakland, CA, 94610-3548, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 01/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (3) Name of Business: Endless Mindset Address: 585 MacArthur Blvd #PH, Oakland, CA, 94610, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Creating designs and posting them on the website. I spend very little time on the business. (4)Name of Business: ROMAR Wealth Management Address: 600 Grand Ave Ste 301, Oakland, CA, 94610-3548, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 09/16/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Wealth management company creating financial plans and investing in the stock marke (4)Name of Business: ROMAR Wealth Management Address: 600 Grand Ave Ste 301, Oakland, CA, 94610-3548, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 09/16/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Wealth management company creating financial plans and investing in the stock market for clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-14 |
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