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20640 3Rd Steet Suite 300, Saratoga, CA 95070 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-10-16 |
| GA | RA | APPROVED | 2019-10-15 |
Branch Locations
20640 3Rd Steet Suite 300, Saratoga, CA 95070 • 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 | Atlanta | GA | 01/2015 | 10/2019 |
| Raymond James Financial Services Advisors Inc. | Atlanta | GA | 03/2015 | 10/2019 |
| Aria Wealth Management Llc | San Jose | CA | 10/2019 | Present |
1) Fortress Retirement Group. Address: Atlanta, GA. Nature of the Business: Support Company/DBA (Owner) Position/Title: Support Company/DBA (Owner) Investment Related: No. Start Date: 08/31/2017. Hours per month devoted to this business: 0. Hours per month devoted to this business during trading hours: 0. Description of duties: Managing Director and Financial Adviser for the Group. 2) Life Changing Nutraceuticals Inc. Address: Woodstock, GA. Nature of the Business: Business Owner Position/Title: Business Owner Investment Related: Yes Start Date: 02/19/2018 Hours per month devoted to this business: 4 Hours per month devoted to this business during trading hours: 2 Description of duties: As a co-owner (50%) I handle the finances for the company, and work with our business attorney and intellectual property attorney.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-20 |
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