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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-08-02 |
| CA | RA | APPROVED | 2017-06-30 |
Branch Locations
5800 Armada Dr Ste 100, Carlsbad, CA 92008 • United States
Solana Beach, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | La Jolla | CA | 10/2014 | 06/2017 |
| Raymond James & Associates | San Diego | CA | 06/2017 | Present |
(1) Name of Business: Vance IRA Address: 1325 Via Mil Cumbres, Solana Beach, CA, 92075, United States Activity Type: Control Person Position/Title: Trustee (Acting), Other (Acting) Investment Related: Yes Start Date: 06/27/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Trustee/Successor Trustee. My wife Sara, and I are co trustees.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-22 |
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