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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-06 |
Branch Locations
401 B Street Suite 2300, San Diego, CA 92101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | San Diego | CA | 09/2013 | 12/2017 |
| Commonwealth Financial Network | Waltham | MA | 03/2019 | 08/2022 |
| Homemaker | Coronado | CA | 01/2018 | 02/2019 |
| Manning Wealth Management, Inc | San Diego | CA | 03/2019 | 08/2022 |
| Lpl Financial Llc | Coronodo | CA | 08/2022 | 10/2023 |
| Commonwealth Financial Network | San Diego | CA | 10/2023 | 10/2025 |
| Raymond James Financial Services, Inc. | San Diego | CA | 10/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | San Diego | CA | 10/2025 | Present |
| The Manning Companies | San Diego | CA | 10/2025 | Present |
1. Manning Wealth Management Non-Investment Related San Diego, California DBA/Support Company Advisor Started: 10/02/2023 0 hrs per month 0 hrs during trading hrs 2. MWM Retirement Services Non-Investment Related San Diego, California DBA/Support Company Advisor Started: 10/02/2023 0 hrs per month 0 hrs during trading hrs 3. Redroc Wealth Management Non-Investment Related San Diego, California DBA/Support Company Advisor Started: 10/02/2023 0 hrs per month 0 hrs during trading hrs
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2005-04-22 |
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