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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-11 |
| CA | RA | APPROVED | 2023-06-22 |
Branch Locations
25220 Hancock Avenue Suite 240, Murrieta, CA 92562 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Murrieta | CA | 09/2020 | Present |
| Chapman University | Orange | CA | 08/2018 | 12/2020 |
| Arizona State University | Tempe | AZ | 08/2016 | 08/2018 |
| Tilly's | Tempe | AZ | 10/2017 | 12/2017 |
| Raymond James Financial Services Advisors, Inc. | Murrieta | CA | 06/2023 | Present |
| Tc Financial, Llc | Murrieta | CA | 01/2023 | Present |
| Tc Financial Planning And Wealth Management | Murrieta | CA | 01/2024 | Present |
(1) TC Financial, LLC. Not investment related. Murrieta, CA. Started: 01/2023. DBA/Support Company. Advisor. 0 hrs per month, 0 during trading hrs. (2) TC Financial Planning and Wealth Management Not investment related. 25220 Hancock Ave Ste 240, Murrieta, CA. Started: 01/2024 Support Company.- Non-Owner Associate/Employee 0-1 hrs per month, 0-1 during trading hrs. Duties: Administrative responsibilities IAR
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-08-10 |
| S65 | Uniform Investment Adviser Law Examination | 2023-05-31 |
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