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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-07-25 |
| CA | RA | APPROVED | 2019-09-19 |
Branch Locations
1500 E Valley Pkwy Suite B, Escondido, CA 92027 • 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 |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 04/2008 | 09/2019 |
| Raymond James Financial Services, Inc | Escondido | CA | 09/2019 | Present |
| Mission Federal Credit Union | Escondido | CA | 01/2013 | Present |
| Raymond James Financial Services Advisors | Escondido | CA | 09/2019 | Present |
(1) Name of Business: Caceres Address: 12747 Rancho Heights Rd, Pala, CA, 92059, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 08/01/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Paying bills from our joint checking account
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-06-10 |
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