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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-10-23 |
Branch Locations
620 Newport Ctr Dr Suite 900, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Los Angeles | CA | 06/2009 | 10/2017 |
| Raymond James & Associates | Newport Beach | CA | 10/2017 | Present |
(1)Name of Business: Address: 231 Magnolia Ave, Fullerton, CA, 92833, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/03/2024 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Renting out a parking space in my driveway for pay. (2)Name of Business: Olde Tyme Productions Inc Address: 742 Clarence Lane, Escondido, CA, 92029, United States Activity Type: Other Position/Title: Other Investment Related: No Start Date: 01/17/2018 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Participating in various Festivals by operating a presentable campsite within the grounds, directing other participants to assist in the presentation. (3)Name of Business: Progressive Universal Life Church Address: 231 Magnolia Ave, Fullerton, CA, 92833, United States Activity Type: Religious Position/Title: Pastor Investment Related: No Start Date: 10/20/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Preaching and occasional Wedding officiant. (4)Name of Business: Self Address: 231 Magnolia Ave, Fullerton, CA, 92833, United States Activity Type: Other Position/Title: Musician Investment Related: No Start Date: 10/20/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Singing, Songwriting, Live Performances
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-02 |
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