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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-01-15 |
| CA | RA | APPROVED | 2012-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Chico | CA | 08/2012 | Present |
| Raymond James Financial Services Advisors Inc. | Chico | CA | 09/2012 | Present |
| Bidwell Wealth Advisors | Chico | CA | 11/2015 | Present |
| Camelot Wealth Management | Chico | CA | 09/2012 | Present |
(1) Name of Business: Bidwell Wealth Advisors Address: 250 Vallombrosa Ave Ste 450, Chico, CA, 95926, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 11/10/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: partner (2) Name of Business: Camelot Wealth Management Address: 250 Vallombrosa Ave Ste 450, Chico, CA, 95926, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 09/04/2012 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Paid through support company
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-10 |
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