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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-09-30 |
| TX | RA | APPROVED | 2022-09-29 |
Branch Locations
700 Ygnacio Valley Rd Suite 140, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Alameda | CA | 09/2008 | 09/2016 |
| Edward Jones | St Louis | MO | 09/2016 | 09/2022 |
| Raymond James Financial Services, Inc. | Walnut Creek | CA | 09/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Walnut Creek | CA | 09/2022 | Present |
(1)Name of Business: Address: 9644 Broadmoor Dr, San Ramon, CA, 94583, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 05/22/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of AirBnB Property (2)Name of Business: Diamond Oak Wealth Partners Address: 700 Ygnacio Valley Rd, Ste 140, Walnut Creek, CA, 94596, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/29/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: DBA Name (3)Name of Business: RBK Financial Address: 700 Ygnacio Valley Rd, Ste 140, Walnut Creek, CA, 94596, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 09/29/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: LLC for business income
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-18 |
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