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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-05-31 |
| TX | RA | APPROVED | 2023-05-31 |
Branch Locations
2633 Camino Ramon Suite 200, San Ramon, CA 94583 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services Inc. | St. Paul | MN | 04/2015 | 05/2023 |
| Summit Financial Group | San Ramon | CA | 04/2015 | Present |
| Raymond James Financial Services, Inc. | San Ramon | CA | 05/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | San Ramon | CA | 05/2023 | Present |
(1)Name of Business: Gilson Consulting Address: 4550 Logan Court, Fremont, CA, 94536, United States Activity Type: Accounting/CPA Position/Title: Independent Contractor, Owner/Proprietor Investment Related: No Start Date: 01/01/2015 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: As a former CPA in public accounting I continue to assist one client with general business, accounting and tax consulting. I have had this client since 1995. (2)Name of Business: Summit Financial Group Address: 2000 Crow Canyon Pl Ste 450, San Ramon, CA, 94583-1384, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor, Associate/Employee Investment Related: No Start Date: 01/01/2015 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: Financial advisor and internal accounting/tax support.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-24 |
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