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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-02 |
| NV | RA | APPROVED | 2022-04-19 |
Branch Locations
5595 Kietzke Lane, Suite 112, Reno, NV 89511 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Caughlin Club Kidz | Reno | NV | 05/2017 | 08/2017 |
| Starbucks | Reno | NV | 05/2018 | 08/2018 |
| Thayer Green & Associates | Reno | NV | 08/2018 | 06/2019 |
| Jostella Coffee Co. | Reno | NV | 05/2019 | 03/2020 |
| Orange Theory Fitness | Reno | NV | 06/2020 | 05/2021 |
| Nevada Family Wealth | Reno | NV | 05/2021 | 06/2022 |
| University Of Nevada, Reno | Reno | NV | 08/2018 | 05/2022 |
| Raymond James Financial Services, Inc. | Reno | NV | 05/2021 | Present |
| Raymond James Financial Services Advisors, Inc | Reno | NV | 04/2022 | Present |
| School | Reno | NV | 08/2012 | 05/2018 |
| School | Reno | NV | 08/2014 | 08/2018 |
| Not Provided | Reno | NV | 10/2024 | Present |
(1)Name of Business: Crest View Wealth Group Address: 5595 Kietzke Ln Suite 112, Reno, NV, 89511, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/01/2025 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: This is our DBA for our branch. I am part owner and financial planner. Jenny Chappell is our branch manager. (2)Name of Business: TCK Drive, LLC Address: 5595 Kietzke Ln Suite 112, Reno, NV, 89511, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 08/06/2025 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: This is the LLC I have set up for myself to be an S Corp rather than a sole proprietor going forward. I am owner and in charge of minutes and annual compliance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-09 |
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