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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-06 |
| CA | RA | APPROVED | 2022-09-02 |
Branch Locations
2355 Gold Meadow Way Ste 100, Gold River, CA 95670 • United States
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2018 | 09/2022 |
| State Street Bank & Trust | Sacramento | CA | 08/2017 | 11/2018 |
| Elevation Ten Winery | Clarksburg | CA | 08/2014 | 08/2017 |
| Raymond James Financial Services, Inc. | Gold River | CA | 09/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Gold River | CA | 09/2022 | Present |
(1)Name of Business: Prinze Foundational Planning, Inc. Address: 2355 Gold Meadow Way Ste 100, Gold River, CA, 95670, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor, Officer - President Investment Related: No Start Date: 09/02/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Provide comprehensive Financial Advising and Asset Management (2)Name of Business: Prinze Wealth Group Address: 2355 Gold Meadow Way Ste 100, Gold River, CA, 95670-6327, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 03/05/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Provide comprehensive Financial Advising and Asset Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-08 |
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