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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-06-24 |
| CA | RA | APPROVED | 2009-05-04 |
Branch Locations
915 West Imperial Highway Suite 140, Brea, CA 92821 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Brea | CA | 04/2009 | Present |
| Raymond James Financial Services Advisors | Brea | CA | 01/2009 | Present |
| Non-Variable Insurance | Brea | CA | 06/2010 | 08/2018 |
Kefalasfoley Investment Services Inc - Brea, CA Nature of the Business: Support Company/DBA (Owner) Position/Title: Support Company/DBA (Owner) Investment Related:No Start Date: 02/11/2010 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Owner of Company
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-17 |
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