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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-17 |
| CA | RA | APPROVED | 2025-07-14 |
Branch Locations
Sun Valley, CA • United States
301 North Lake Avenue Suite 1150, Pasadena, CA 91101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Los Angeles | CA | 05/2016 | 07/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Los Angeles | CA | 05/2016 | 07/2025 |
| Raymond James & Associate | Pasadena | CA | 07/2025 | Present |
(1)Name of Business: Address: 10331 Roscoe Blvd , Sun Valley , CA, 91352, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 10/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Want to be able to rent a small studio guest house/ADU on my property. (2)Name of Business: Address: 10331 Roscoe Blvd, Sun Valley , CA, 91352, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 02/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Partial owner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2010-03-15 |
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