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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-08-19 |
Branch Locations
Sacramento, CA • United States
101 California Street Suite 4500, San Francisco, CA 94111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | San Francisco | CA | 02/2021 | 02/2022 |
| Jpmorgan Chase Bank Na | San Francisco | CA | 02/2021 | 02/2022 |
| Franklin Templeton | Rancho Cordova | CA | 09/2019 | 02/2021 |
| Sandhill Global Advisors | Palo Alto | CA | 06/2019 | 08/2019 |
| State Street | Natomas | CA | 10/2018 | 05/2019 |
| Granite Solutions Groupe Inc | San Francisco | CA | 09/2019 | 02/2021 |
| University Enterprises Inc | Sacramento | CA | 05/2018 | 08/2018 |
| Tapestry | Folsom | CA | 11/2016 | 11/2016 |
| Unemployed | Galt | CA | 12/2016 | 04/2018 |
| Unemployed | Galt | CA | 09/2018 | 09/2018 |
| Unemployed | Galt | CA | 02/2011 | 10/2016 |
| Raymond James & Associates, Inc | San Francisco | CA | 02/2022 | Present |
(1)Name of Business: Address: 3028 Boulder Ave , Billings , MT, 59102, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 08/01/2022 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-11 |
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