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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-12 |
| TX | RA | APPROVED | 2026-05-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Pasadena | CA | 02/2016 | 04/2022 |
| Stifel Independent Advisors, Llc | Pasadena | CA | 04/2022 | 05/2026 |
| Raymond James Financial Services, Inc. | Pasadena | CA | 05/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Pasadena | CA | 05/2026 | Present |
(1)Name of Business: KWM Wealth Advisory Address: 975 S Fair Oaks Ave, Pasadena, CA, 91105, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 02/11/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Advisor \n\n (2)Name of Business: Towne Advisory-Project Manager Address: 1165 Lincoln Ave #8730, San Jose, CA, 95155, United States Activity Type: Part-Time Activity/Employment Position/Title: Other Investment Related: No Start Date: 05/11/2026 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Project Manager
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-10 |
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