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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-05-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capstone Partners Financial & Insurance Services | Orange | CA | 04/2022 | 10/2022 |
| Self Employed | Fullerton | CA | 06/2019 | 02/2023 |
| Towne Park | Anaheim | CA | 02/2018 | 03/2020 |
| Burger. | Aptos | CA | 05/2019 | 08/2019 |
| Safeway | Santa Cruz | CA | 08/2017 | 08/2018 |
| Santa Cruz Seaside Company | Santa Cruz | CA | 06/2016 | 06/2018 |
| California State University - Fullerton | Fullerton | CA | 08/2018 | 08/2022 |
| Northwestern Mutual Investment Services Llc | Newport Beach | CA | 04/2020 | 07/2020 |
| Mml Investors Services Llc | Orange | CA | 05/2022 | 08/2022 |
| Raymond James Financial Services, Inc. | Chelmsford | MA | 02/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Chelmsford | MA | 04/2025 | Present |
(1)Name of Business: METRO Financial Strategies Address: 17 North Rd, Chelmsford, MA, 01824-2710, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/27/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Provide support services to lead advisor. Service for existing clients. financial advice and planning to clients under lead advisor supervision.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-23 |
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