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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-16 |
| CA | RA | APPROVED | 2025-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Porterville | CA | 07/2001 | Present |
| Raymond James Financial Services Advisors, Inc | Porterville | CA | 01/2009 | Present |
| Locac | Los Osos | CA | 10/2016 | 05/2021 |
| Los Osos Csd | Los Osos | CA | 04/2018 | Present |
| Mec Financial Group, Inc. | Los Osos | CA | 06/2001 | 01/2019 |
(1)Name of Business: LOS OSOS CSD Address: 2122 9th Street, Suite 102, LOS OSOS, CA, 93402, United States Activity Type: Political Office/Activity Position/Title: Investment Related: No Start Date: 04/05/2018 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: NA Address: 1620 9th St. , Los Osos, CA, 93402, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 10/04/2005 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: NOT REQUIRED AT TIME OF SUBMISSION
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-03 |
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