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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-10-04 |
| TX | RA | APPROVED_RES | 2021-10-04 |
Branch Locations
16185 Los Gatos Blvd. Suite 205, Los Gatos, CA 95032 • United States
Monte Sereno, CA • 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 And Associates | San Jose | CA | 08/2013 | 10/2021 |
| Raymond James Financial Services, Inc. | Los Gatos | CA | 10/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Los Gatos | CA | 10/2021 | Present |
(1)Name of Business: Address: 15255 Karl Ave, Monte Sereno, CA, 95030, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/04/2021 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 have a vacation home that we rent time to time. (2)Name of Business: (TSI) Trevor Schwartz Investments - Raymond James Address: 16185 Los Gatos Blvd., Los Gatos, CA, 95032, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 10/01/2021 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: I am the business owner and lead advisor for this business under the RJFS umbrella.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-21 |
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