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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-08-26 |
| TX | RA | APPROVED_RES | 2023-07-25 |
| CA | RA | APPROVED | 2009-01-02 |
Branch Locations
2270 Douglas Blvd Ste 100, Roseville, CA 95661 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Roseville | CA | 08/1998 | Present |
| Raymond James Financial Services Advisors, Inc | Roseville | CA | 01/2009 | Present |
| First Northern Bank | Roseville | CA | 12/2025 | Present |
1) Name of Business: Beacon Wealth Strategies LTD Address: 2200-B Douglas Blvd Ste 150, Roseville, CA, 95661, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 05/27/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: dba I started. C Corp and I am listed as President and CEO. I am sole stockholder and officer. (2) Name of Business: Birkin & Kelly LTD Address: 2200 Douglas Blvd Ste B150, Roseville, CA, 95661-3879, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/01/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Resale of luxury bags (3) Name of Business: First Northern Advisors Address: 2270 Douglas Blvd Ste 100, Roseville, CA, 95661, United States Activity Type: Other Position/Title: Consulting Investment Related: No Start Date: 12/22/2025 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Recently sold my RJ pratuce to First Northern Bank in December. I have been retained as an independant Consukltant to assist in the transistion of my clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 1991-07-05 |
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