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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-08-28 |
| TX | RA | APPROVED | 2020-08-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 07/2008 | 08/2020 |
| Raymond James Financial Services, Inc. | Napa | CA | 08/2020 | Present |
| Raymond James Financial Services Advisors, Inc. | Napa | CA | 08/2020 | Present |
(1)Name of Business: Align Financial Inc. Address: 1700 Soscol Ave Ste 27, Napa, CA, 94559, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 08/28/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I am the CEO and act in all capacities within Align Financial, an S Corp that is our marketable name in affiliation with RJFS. All outside marketing (including social media) is used only if approved first by RJFS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-02 |
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