Best Investors Account Sign in
Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-07-06
CA RA APPROVED 2018-06-12
  • TX RA
    APPROVED_RES
    Since 2018-07-06
  • CA RA
    APPROVED
    Since 2018-06-12

Branch Locations

5800 Armada Dr Ste 100, Carlsbad, CA 92008 • 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
Algonquin Advisors Greenwich CT 08/2014 12/2016
Lpl Financial San Diego CA 12/2016 03/2018
Raymond James And Associates San Diego CA 03/2018 Present
  • 08/2014 → 12/2016
    Algonquin Advisors
    Greenwich, CT
  • 12/2016 → 03/2018
    Lpl Financial
    San Diego, CA
  • 03/2018 → Present
    Raymond James And Associates
    San Diego, CA
Previous Registrations
  • 2016-02-24 → 2018-06-22
    Algonquin Advisors Llc
    Greenwich, CT
    Carlsbad, CA
Other Businesses

(1)Name of Business: Address: 175 Maple Ave #3, Carlsbad, CA, 92008, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 04/06/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of three properties. Assist with marketing function and communication with guests. We have hired a property manager that I also help coordinate communication with. (2)Name of Business: San Diego Saints Hockey Address: 2283 Cosmos Ct, Carlsbad, CA, 92122, United States Activity Type: Other Position/Title: Coach Investment Related: No Start Date: 08/15/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Asst Coach - U18 team

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-06-08
S65 Uniform Investment Adviser Law Examination 2016-02-24
  • S63 Uniform Securities Agent State Law Examination
    2018-06-08
  • S65 Uniform Investment Adviser Law Examination
    2016-02-24
Other Names
  • Jon-Paul Harry Witkop

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Carlsbad, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor