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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-24 |
| CA | RA | APPROVED | 2009-01-02 |
Branch Locations
260 W. Crest Street Suite E, Escondido, CA 92025 • United States
Carlsbad, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Escondido | CA | 11/2008 | Present |
| Raymond James Financial Services Advisors, Inc | Escondido | CA | 01/2009 | Present |
| Todd Financial Group | Escondido | CA | 11/2008 | Present |
(1)Name of Business: Todd Financial Group, Inc Address: 260 W Crest St Ste E, Escondido, CA, 92011, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 11/18/2008 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 (2)Name of Business: Vacation rental Address: 6465 Franciscan Rd , Carlsbad, CA, 92011, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 10/31/2011 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: help my wife with rental
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-02 |
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