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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-04-05 |
| CA | RA | APPROVED | 2015-04-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Valencia | CA | 04/2015 | Present |
| Raymond James Financial Services Advisors Inc. | Valencia | CA | 04/2015 | Present |
| Schramm Financial Group | Valencia | CA | 04/2016 | Present |
(1)Name of Business: dba Schramm Financial Group Address: 27951 Smyth Dr Ste 100, Valencia, CA, 91355, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 04/01/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Sell Term Life Insurance (2)Name of Business: Schramm Capital Address: 27951 Smyth Dr Ste 100, Valencia, CA, 91355-4049, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO, Officer - President Investment Related: No Start Date: 04/01/2026 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: I am the owner of Schramm Financial Group. We want to change our name to Schram Capital (3)Name of Business: Schramm Financial Group Address: 27951 Smyth Dr Ste 100, Valencia, CA, 91355, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 04/01/2015 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Insurance Sales (4)Name of Business: The Church of Jesus Christ of Latter Day Saints Address: 24443 McBean Pkwy, Valencia, CA, 91355, United States Activity Type: Religious Position/Title: Pastor Investment Related: Yes Start Date: 06/13/2021 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am the spiritual leader of a congregation of roughly 300 people. I do receive donations to the church which are sent directly to our main office in Salt Lake City.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-08-11 |
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