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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-12 |
Branch Locations
350 10Th Avenue Suite 880, San Diego, CA 92101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crossfit Fortius | San Diego | CA | 08/2017 | 03/2019 |
| Kestra Investment Services, Llc | San Diego | CA | 06/2020 | 01/2024 |
| Modern Wealth Collective | San Diego | CA | 07/2020 | 02/2024 |
| Quest Events | San Diego | CA | 02/2019 | 06/2020 |
| Crossfit Ice | Manhattan | NY | 02/2017 | 08/2017 |
| Florian Nyc | Manhattan | NY | 01/2016 | 02/2017 |
| Norwegian Creative Studios | Tampa | FL | 07/2016 | 12/2016 |
| Joy Dow | San Diego | CA | 02/2024 | 07/2024 |
| Tanya Gonzalez | San Diego | CA | 02/2024 | 07/2024 |
| Northwestern Mutual Investment Services Llc | San Diego | CA | 01/2024 | 05/2025 |
| Tanya Gonzalez | San Diego | CA | 07/2024 | 04/2025 |
| Tinseltones By Tomlinson | San Diego | CA | 10/2022 | Present |
| Raymond James Financial Services, Inc. | San Diego | CA | 05/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | San Diego | CA | 05/2025 | Present |
| Kestra Advisory Services, Llc | San Diego | CA | 10/2022 | 01/2024 |
(1)Name of Business: Tam Wealth Management Address: 350 10th Ave Suite 880, San Diego, CA, 92101-8705, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/01/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: Registered CSA - place trades, assist advisor with review meetings, money movement, client servicing
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-07 |
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