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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-05-31 |
| TX | RA | APPROVED | 2023-05-31 |
Branch Locations
2633 Camino Ramon Suite 200, San Ramon, CA 94583 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Recreational Equipment Inc. | Dublin | CA | 06/2015 | 06/2018 |
| San Jose State University | San Jose | CA | 08/2016 | 05/2018 |
| Securian Financial Services Inc. | St Paul | MN | 05/2018 | 05/2023 |
| Summit Financial Group | San Ramon | CA | 06/2018 | Present |
| Raymond James Financial Services, Inc. | San Ramon | CA | 05/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | San Ramon | CA | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-03 |
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