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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-06-05
CA RA APPROVED 2019-03-29
  • TX RA
    APPROVED
    Since 2020-06-05
  • CA RA
    APPROVED
    Since 2019-03-29

Branch Locations

426 Sutton Way #110, Grass Valley, CA 95945 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 05/2016 → 01/2017
    Unemployed
    San Luis Obispo, CA
  • 01/2017 → 07/2018
    Price Water House Coopers, Llp
    San Francisco, CA
  • 08/2018 → Present
    Raymond James Financial Services, Inc
    Grass Valley, CA
  • 07/2020 → Present
    Owens Estate & Wealth Strategies Group
    Grass Valley, CA
  • 06/2020 → Present
    Sierra Foothill Asset Management, Inc.
    Grass Valley, CA
Other Businesses

(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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-28
  • S66 Uniform Combined State Law Examination
    2019-03-28
Other Names
  • Kellie Irene Lewelling

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