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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-05-14 |
Branch Locations
426 Sutton Way Suite 102 & 110, Grass Valley, CA 95945 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Grass Valley | CA | 06/2016 | 01/2018 |
| Raymond James Financial Services | Grass Valley | CA | 01/2018 | Present |
| Raymond James Financial Services Advisors Inc. | Grass Valley | CA | 05/2019 | Present |
| Sierra Foothill Asset Mgt, Inc | Grass Valley | CA | 07/2010 | Present |
| Owens Estate And Wealth Strategies Group | Grass Valley | CA | 06/2020 | Present |
(1)Name of Business: Owens Estate and Wealth Strategies Group Address: 12139 Rough and Ready Hwy, Grass Valley, CA, 95945, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/30/2020 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: Lead Trader (2)Name of Business: Sierra Foothill Asset Management, Inc Address: 12139 Rough and Ready Hwy, Grass Valley, CA, 95945, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/01/2020 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: Lead Trader
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-10 |
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