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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-10-30 |
| TX | RA | APPROVED_RES | 2023-10-30 |
Branch Locations
25220 Hancock Ave Suite 240, Murrieta, CA 92562 • United States
1504 Eureka Rd Suite 260, Roseville, CA 95661 • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Roseville | CA | 08/2014 | 10/2023 |
| Rubicon Advisors | Roseville | CA | 03/2015 | 10/2023 |
| Raymond James Financial Services, Inc. | Roseville | CA | 10/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Roseville | CA | 10/2023 | Present |
| Beacon Wealth Strategies | Roseville | CA | 10/2023 | Present |
(1)Name of Business: Amarillo National Bank Address: 4811 50th St., Lubbock, TX, 79414-3417, United States Activity Type: Bank or Credit Union Associate Position/Title: Other Investment Related: Yes Start Date: 08/17/2020 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: Financial Advisor - Asses the financial needs of individuals and help them with decisions on investments, insurance, and financial planning. (2)Name of Business: Amarillo National Bank Investment Services Address: 4811 50th St, Lubbock, TX, 79414-3418, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/17/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Provide financial and investment advice to businesses and individuals. (3)Name of Business: Garrison Innovation, LLC Address: 4512 11th St., Lubbock, TX, 79416, United States Activity Type: Business Owner Position/Title: Other Investment Related: No Start Date: 11/07/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is my spouse's business. I am not involved with the operations of the business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-14 |
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