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Current Employers
Raymond James Financial Services Advisors, Inc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-07-01
  • CA RA
    APPROVED
    Since 2025-07-01

Branch Locations

480 St. John Street Suite 140, Pleasanton, CA 94566 • United States

851 Burlway Road Suite 600, Burlingame, CA 94010 • 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
Commonwealth Financial Network Waltham MA 06/2011 06/2025
Raymond James Financial Services, Inc. Burlingame CA 07/2025 Present
Raymond James Financial Services Advisors, Inc. Burlingame CA 07/2025 Present
Previous Registrations
  • 2011-06-30 → 2025-07-01
    Pleasanton, CA
  • 2011-09-21 → 2012-12-31
    Martin, Wardin, & Eissner Financial Group Inc.
    Pleasanton, CA
Other Businesses

(1) Name of Business: Danville Oaks Rugby Club Address: 1360 Hearst Dr, Pleasanton, CA, 94566, United States Activity Type: Non-profit Position/Title: Officer - Treasurer, Board Member, Executive Member Investment Related: Yes Start Date: 07/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Treasurer of a rugby club. I overview the QuickBooks for the organization as well as the financial policies and well-being of the rugby club. I approve payments to be made so that the club can continue to function. I coordinate the completion of the annual reports and tax return. (2) Name of Business: Rydge Advisory LLC Address: 480 Saint John St Ste 140, Pleasanton, CA, 94566-6682, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 07/01/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: This is my S Corp through which I run my accounting, pay staff and other expenses (3) Name of Business: Rydge Tax Services Address: 480 Saint John St Ste 140, Pleasanton, CA, 94566-6682, United States Activity Type: Tax Preparation Position/Title: Partner Investment Related: No Start Date: 07/01/2025 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Tax preparer (4) Name of Business: Rydge Wealth Management Address: 480 St. John Street, Suite 140, Pleasanton, CA, 94566, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 06/30/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: DBA of Rydge Advisory

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-06-10
  • S63 Uniform Securities Agent State Law Examination
    2005-06-10
Designations
Other Names
  • Robert Ryan Duncan-Anderson
  • Robert Ryan Duncan-Anderson

View on SEC IAPD

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