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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-12 |
| CA | RA | APPROVED | 2023-10-14 |
Branch Locations
1216 State Street Suite 500, Santa Barbara, CA 93101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | Santa Barbara | CA | 03/2022 | Present |
| The Hasson Company | Lake Oswego | OR | 06/2021 | 09/2021 |
| Full Time Education - California Polytechnic State University | San Luis Obispo | CA | 09/2021 | 06/2022 |
| Full Time Education - California Polytechnic State University | San Luis Obispo | CA | 09/2020 | 06/2021 |
| Kohl Creek | Wilsonville | OR | 06/2021 | 09/2021 |
| 24/7 Properties | West Linn | OR | 06/2020 | 09/2020 |
| Full Time Education - California Polytechnic State University | San Luis Obispo | CA | 09/2019 | 06/2020 |
| Mcgee Wealth Management | Portland | OR | 06/2019 | 09/2019 |
| Full Time Education | Wilsonville | OR | 09/2011 | 06/2019 |
| Cyclebar | Santa Barbara | CA | 03/2024 | 10/2024 |
(1)Name of Business: Santa Barbara Middle School Address: 1321 Alameda Padre Serra, Santa Barbara, CA, 93103, United States Activity Type: Part-Time Activity/Employment Position/Title: Associate/Employee Investment Related: No Start Date: 08/31/2026 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Youth sports coach responsible for coaching, mentoring, and supervising student-athletes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-09 |
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