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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2012-03-12 |
Branch Locations
100 E San Marcos Blvd Ste 450, San Marcos, CA 92069 • United States
Poway, CA • United States
1 disclosure category 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 Financial Services, Inc. | San Marcos | CA | 03/2012 | Present |
| Raymond James Financial Services Advisors Inc. | San Marcos | CA | 03/2012 | Present |
| Cal Ice Ventures, Llc | Encinatas | CA | 08/2013 | 04/2019 |
| Cavanaugh Financial Group | San Diego | CA | 03/2012 | 12/2016 |
| Cavanaugh Financial | San Diego | CA | 12/2015 | 12/2016 |
(1)Name of Business: JWM Holdings, Inc Address: 15209 Del Poniente Court, Poway, CA, 92064\n, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 04/01/2012 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: breed and race horses (2)Name of Business: NA Address: 6717 Robbins Way, San Diego, CA 92122 , San Diego, CA, 92122, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 12/07/2012 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Joint ownership with spouse
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-17 |
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