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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-20 |
Branch Locations
2633 Camino Ramon Suite 200, San Ramon, CA 94583 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Group | Lake Oswego | OR | 03/2022 | 07/2026 |
| Unemployment | Lake Oswego | OR | 01/2022 | 03/2022 |
| Fairway America | Portland | OR | 08/2021 | 01/2022 |
| Lewis & Clark College | Portland | OR | 09/2017 | 05/2021 |
| Dexcom | San Diego | CA | 05/2020 | 08/2020 |
| Canyon Crest Academy | San Diego | CA | 08/2013 | 07/2017 |
| Osaic Wealth, Inc. | San Ramon | CA | 01/2025 | 07/2026 |
| Summit Financial Group | San Ramon | CA | 07/2026 | Present |
| Raymond James Financial Services, Inc. | San Ramon | CA | 07/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | San Ramon | CA | 07/2026 | Present |
| Northwestern Mutual Investment Services, Llc | Carlsbad | CA | 02/2020 | 05/2020 |
| Lincoln Financial Advisors Corporation | San Ramon | CA | 03/2022 | 12/2022 |
| Osaic Fa, Inc. | San Ramon | CA | 03/2022 | 01/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-06 |
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