Best Investors Account Sign in
Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-06-14
CA RA APPROVED 2016-09-06
  • NY RA
    APPROVED
    Since 2021-06-14
  • CA RA
    APPROVED
    Since 2016-09-06

Branch Locations

101 California Street Suite 4500, San Francisco, CA 94111 • United States

101 California Street Suite 4500, San Francisco, CA 94111 • United States

Belvedere Tiburon, CA • United States

4000 Civic Center Drive Suite 500, San Rafael, CA 94903 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Deutsche Bank Securities Inc. New York NY 01/2001 09/2016
Raymond James & Associates, Inc. San Francisco CA 09/2016 Present
Previous Registrations
Other Businesses

(1)Name of Business: Address: 2165 paradise drive, tiburon, CA, 94920, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 04/15/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: We owe the condo and are renting it out. We are transferring the property into a newly formed LLC called KitKat Holdings, LLC. (2)Name of Business: KitKat Holdings LLC Address: 2165 paradise drive, Tiburon, CA, 94920, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 04/23/2026 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 an LLC that we set up for our rental Property (61Ashford already in the OBA system). We are placing the title and all rental activity into the LLC status to remove from our personal liability. It is only used for this rental property.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-10-13
S65 Uniform Investment Adviser Law Examination 2002-03-04
  • S63 Uniform Securities Agent State Law Examination
    2008-10-13
  • S65 Uniform Investment Adviser Law Examination
    2002-03-04
Designations
Other Names
  • Jennifer Laura Bottalico

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in San Francisco, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor