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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-09-14
CA RA APPROVED 2018-08-08
  • TX RA
    APPROVED_RES
    Since 2020-09-14
  • CA RA
    APPROVED
    Since 2018-08-08

Branch Locations

1700 Standiford Avenue Suite 230, Modesto, CA 95350 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 08/2016 → 08/2018
    Raymond James & Associates
    Modesto, CA
  • 08/2018 → Present
    Raymond James Financial Services, Inc.
    Modesto, CA
  • 08/2018 → Present
    Modesto, CA
  • 08/2018 → Present
    Grover Financial Group
    Modesto, CA
  • 01/2021 → 04/2023
    Concurrent Advisors
    Modesto, CA
  • 01/2024 → Present
    Jg Financial Services, Llc
    Modesto, CA
Previous Registrations
Other Businesses

(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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-01-16
  • S66 Uniform Combined State Law Examination
    2017-01-16

View on SEC IAPD

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