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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-06-05 |
| CA | RA | APPROVED | 2019-03-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | San Luis Obispo | CA | 05/2016 | 01/2017 |
| Price Water House Coopers, Llp | San Francisco | CA | 01/2017 | 07/2018 |
| Raymond James Financial Services, Inc | Grass Valley | CA | 08/2018 | Present |
| Owens Estate & Wealth Strategies Group | Grass Valley | CA | 07/2020 | Present |
| Sierra Foothill Asset Management, Inc. | Grass Valley | CA | 06/2020 | Present |
(1) Name of Business: Address: 426 Sutton Way Ste 110, Grass Valley, CA, 95945-5300, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 01/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Partner of Sierra Foothill Asset Management, Inc. DBA Owens Estate & Wealth Strategies Group. (2) Name of Business: Sierra Foothill Asset Management, Inc. DBA Owens Estate & Wealth Strategies Group Address: 426 Sutton Way. Suite110, Grass Valley, CA, 95945, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/01/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: I am both a Partner and Chief Financial Officer of Sierra Foothill Asset Management, Inc. DBA Owens Estate & Wealth Strategies Group. (3) Sierra Foothill Asset Management, Inc, .426 Sutton Way. Suite110, Grass Valley, CA, 95945, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/01/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties Owens Estate & Wealth Strategies Group
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-28 |
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