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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2019-01-23 |
Branch Locations
16133 Ventura Blvd. Suite 530, Encino, CA 91436 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Glendale | CA | 01/2002 | Present |
| Raymond James Financial Services Advisors, Inc | Encino | CA | 01/2009 | Present |
| Core Financial Group | Encino | CA | 01/2008 | 11/2017 |
| Insurance-Non Variable | Encino | CA | 01/2011 | Present |
1. INSURANCE-NON VARIABLE - ENCINO,CA. INSURANCE SALES. STARTED 1/4/2011. 20 HOURS WEEKLY, 0 DURING TRADING HOURS. 2)Name of Business : Core Financial Group Address: 16133 Ventura Blvd Ste 530,Encino, CA Nature of the Business: Non-variable Insurance Position/Title: Partner Investment Related:Yes Start Date: 07/28/2016 Hours per month devoted to this business: 10 Hours per month devoted to this business during trading hours: 0 Description of duties: Administrator
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-07-05 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-20 |
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