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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-08 |
| CA | RA | APPROVED | 2019-04-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Visalia | CA | 07/2018 | Present |
| Tesla | Corte Madera | CA | 10/2016 | 08/2017 |
| Lyft | San Francisco | CA | 08/2017 | 06/2018 |
| Express Store | Petaluma | CA | 04/2016 | 10/2016 |
| Raymond James Financial Services Advisors, Inc. | Newton Lower Falls | ME | 04/2019 | Present |
| Sick Investment Strategies Inc. | Visalia | CA | 07/2020 | Present |
| Sick Investment Partners | Visalia | CA | 06/2020 | Present |
(1)Name of Business: Sick Investment Partners Address: 401 N Church St, Visalia, CA, 93291-5006, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 06/01/2020 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: registered assistant (2)Name of Business: Sick Investment Strategies Inc. Address: 401 N Church St, Visalia, CA, 93291, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 07/17/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Registered assistant
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-19 |
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