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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-09-14 |
| CA | RA | APPROVED | 2018-08-08 |
Branch Locations
1700 Standiford Avenue Suite 230, 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 | 08/2016 | 08/2018 |
| Raymond James Financial Services, Inc. | Modesto | CA | 08/2018 | Present |
| Raymond James Financial Services Advisors, Inc. | Modesto | CA | 08/2018 | Present |
| Grover Financial Group | Modesto | CA | 08/2018 | Present |
| Concurrent Advisors | Modesto | CA | 01/2021 | 04/2023 |
| Jg Financial Services, Llc | Modesto | CA | 01/2024 | Present |
(1)Name of Business: Address: 920 Sunset Ave, Modesto , CA, 95351, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 01/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I teach golf to kids through the First Tee which is a national non profit. I was asked to join the board and look over financial statements as well, we meet once a month. (2)Name of Business: Grover Financial Group Address: 1700 Standiford Ave Ste 230, Modesto, CA, 95350, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/08/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor/Partner (3)Name of Business: JG Financial Services, LLC Address: 1700 Standiford Ave Ste 230, Modesto, CA, 95350-6536, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 01/01/2024 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: I am a financial advisor and serve clients each day.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-16 |
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