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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Roseville | CA | 02/2026 | Present |
| Roseville High School | Roseville | CA | 01/2016 | 05/2020 |
| Gonzaga University | Spokane | WA | 09/2020 | 08/2025 |
| Door Dash | Rocklin | CA | 06/2021 | 08/2021 |
| Insta Cart | Rocklin | CA | 06/2021 | 08/2021 |
| Jamba Juice | Lincoln | CA | 06/2022 | 08/2022 |
| Unfi | Rocklin | CA | 06/2023 | 08/2023 |
| Macy's | Roseville | CA | 12/2022 | 01/2023 |
| Jersey Mike's | Rocklin | CA | 06/2024 | 08/2024 |
| Gonzaga University | Spokane | WA | 08/2024 | 05/2025 |
| Sodexo | Spokane | WA | 08/2024 | 05/2025 |
| Gonzaga University | Spokane | WA | 05/2025 | 08/2025 |
| Unemployed | Rocklin | CA | 09/2025 | 01/2026 |
| Unemployed | Rocklin | CA | 08/2021 | 06/2022 |
| Unemployed | Rocklin | CA | 08/2022 | 12/2022 |
| Unemployed | Rocklin | CA | 05/2020 | 06/2021 |
| Raymond James Financial Services Advisors, Inc. | Roseville | CA | 04/2026 | Present |
(1)Name of Business: Tri Counties Advisors Address: 3700 Douglas Blvd, Roseville, CA, 95661-3863, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/23/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Investment services that clear through Raymond James (2)Name of Business: Tri Counties Bank Address: 3700 Douglas Blvd, Roseville, CA, 95661-3863, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 02/23/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-05 |
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