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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-01-26 |
| CA | RA | APPROVED | 2009-01-02 |
Branch Locations
27 Malaga Cove Plaza, Palos Verdes Estates, CA 90274 • United States
Palos Verdes Peninsula, CA • 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 | Palos Verdes Estates | CA | 03/2005 | Present |
| Raymond James Financial Services Advisors, Inc | Palos Verdes Estates | CA | 01/2009 | Present |
(1)Name of Business: Winkworth Wealth Strategies Address: 27 Malaga Cove Plz, Palos Verdes Estates, CA, 90274-1306, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 01/01/2013 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor RJFS (2) Name of Business: Muskoils and Meemers Address: 27 Malaga Cove Plz, Palos Verdes Estates, CA, 90274 Activity Type: Support Company - Owner/Non-Owner Position/Title: Officer - President Investment Related: No Start Date: 01/01/2025 HPM: 81+ HPM trade hours: 41+ Duties: I am president of support company for Winkworth Wealth Strategies
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-12-06 |
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