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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-05-04 |
| CA | RA | APPROVED | 2016-05-19 |
Branch Locations
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. | Capitola | CA | 05/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Capitola | CA | 05/2016 | Present |
| City Of Capitola | Capitola | CA | 09/2013 | 01/2017 |
(1)Name of Business: Lanai Financial Solutions LLC Address: 1066 41st Ave Ste A101, Capitola, CA, 95010, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/10/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor, President and Owner and Officer (2)Name of Business: Lanai Wealth Partners Address: 820 Bay Ave Ste 101, Capitola, CA, 95010-2134, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 09/01/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor and Branch Manager (3)Name of Business: Santa Cruz Montessori Address: 6230 Soquel Dr, Aptos, CA, 95003, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member, Chair of the Board, Officer - President, Executive Member, Other Investment Related: Yes Start Date: 09/17/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Discussing and reviewing financial status of the school\n\nOther: Board President. Should I mark chairman of the board?
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-28 |
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