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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-26 |
| CA | RA | APPROVED | 2025-01-23 |
| WA | RA | APPROVED | 2022-04-06 |
Branch Locations
19960 Stevens Creek Boulevard, Cupertino, CA 95014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Issaquah | WA | 07/2016 | 06/2021 |
| Jp Morgan Chase Bank | Issaquah | WA | 07/2016 | 01/2018 |
| Jp Morgan Chase Bank | Issaquah | WA | 01/2018 | 06/2021 |
| First Tech Fed Credit Union | Bellevue | WA | 05/2021 | Present |
| Raymond James Financial Services, Inc | Cupertino | CA | 02/2022 | Present |
| Raymond James Financial Services, Advisors, Inc | Cupertino | CA | 04/2022 | Present |
| Addison Avenue Investment Services | Cupertino | CA | 02/2022 | Present |
(1)Name of Business: Address: 5129 Shady Ave, SAN JOSE, CA, 95129, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 03/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-23 |
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