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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2014-03-03 |
Branch Locations
360A West Portal Avenue, San Francisco, CA 94127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services,Inc | San Francisco | CA | 02/2014 | Present |
| Raymond James Financial Services Advisors Inc. | San Francisco | CA | 03/2014 | Present |
| West Portal Financial Group, Llc | San Francisco | CA | 06/2014 | Present |
(1)Name of Business: West Portal Financial Group, LLC Address: 360A West Portal Avenue, San Francisco, CA, 94127, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 06/11/2014 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Active partner, business manager
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-08 |
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