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San Francisco, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-03-06 |
| CA | RA | APPROVED | 2019-09-13 |
Branch Locations
San Francisco, CA • United States
9595 Wilshire Blvd Suite 900, Beverly Hills, CA 90212 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Raymond James | Beverly Hills | CA | 10/2012 | 08/2019 |
| Tactivest, Llc | San Francisco | CA | 01/2024 | Present |
| Tactivest | Beverly Hills | CA | 09/2019 | Present |
1. LAPD Hollywood Division Police Activity League- Member Board of Directors. (Charity and Unpaid) 2. University of the Pacific Arthur A Dugoni School of Dentistry - Member Board of Directors. (Charity and Unpaid) 3. Leonard & Ilona Ling Family Foundation - President and Member Board of Directors. (Charity and Unpaid) 4. Valerie E. Lyons Foundation - Member Board of Directors. (Charity and Unpaid) 5. William & Sonia Pindler Family Foundation - Member Board of Directors. (Charity and Unpaid) 6. Independent Licensed Insurance Agent - Life & Health CA Insurance Lic# OC21959 7. Andrew James Stout is a Founder & CEO of CamDay LLC; Investment Related: Yes; Location: 4515 S 362nd Street Auburn WA 98001; Responsibilities Duties: Financial Advisory and Consulting Services; Start date with business: 2024-01-04; Hours per month devoted to business during trading hours: 160; Hours per month devoted to business outside trading hours: 80; Percentage of total yearly compensation expected to be derived from the business: 50. 8. Andrew James Stout is a Founder & CEO of Acacia Private Wealth; Investment Related: Yes; Location: 4515 S 362nd Street Auburn WA 98001; Responsibilities Duties: Financial Advisory and Consulting Services; Start date with business: 2024-01-04; Hours per month devoted to business during trading hours: 160; Hours per month devoted to business outside trading hours: 80; Percentage of total yearly compensation expected to be derived from the business: 50.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-17 |
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