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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-06-10 |
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