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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-07 |
Branch Locations
2999 Oak Road Suite 1030, Walnut Creek, CA 94597 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | Walnut Creek | CA | 01/2025 | Present |
| Receipt Bank | Washington | DC | 08/2016 | 01/2022 |
| Airtable | Austin | TX | 01/2022 | 12/2022 |
| Unemployed | Austin | TX | 01/2023 | 02/2023 |
| Finley Technologies | San Francisco | CA | 02/2023 | 04/2024 |
| Unemployed | Oakland | CA | 04/2024 | 01/2025 |
Grateful Gatherings is a nonprofit organization that helps families in the San Francisco Bay Area find homes and transition out of homelessness. It is not investment-related. I am a board member and started in November 2024. I devote approximately 5 hours/month to this business, none of which are during trading hours. As a board member I support the co-founders in pursuit of efficient operations and fundraising efforts. I am the acting secretary of the board.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-02 |
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