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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-10 |
Branch Locations
101 California Street Suite 4500, San Francisco, CA 94111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guggenheim Securities, Llc | San Francisco | CA | 03/2015 | 02/2021 |
| Oppenheimer & Co. Inc. | San Francisco | CA | 06/2021 | 08/2023 |
| Unemployed | Novato | CA | 03/2021 | 05/2021 |
| U.S. Bank | Novato | CA | 08/2023 | 06/2026 |
| U.S. Bancorp Investments, Inc. | Novato | CA | 11/2023 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Novato | CA | 02/2026 | 06/2026 |
| Raymond James & Associates, Inc. | San Francisco | CA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-24 |
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