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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-22 |
| CA | RA | APPROVED | 2026-04-21 |
Branch Locations
9595 Wilshire Blvd. Suite 801 And 200, Beverly Hills, CA 90212 • United States
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | San Diego | CA | 03/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Diego | CA | 11/2016 | 06/2023 |
| Morgan Stanley Smith Barney Llc | Los Angeles | CA | 06/2023 | 03/2024 |
| Morgan Stanley | Santa Monica | CA | 06/2024 | 02/2025 |
| Wells Fargo Clearing Services, Llc | Los Angeles | CA | 02/2025 | 04/2026 |
| Raymond James & Associates, Inc. | Beverly Hills | CA | 04/2026 | Present |
(1) Name of Business: Address: 2512 28th St\n105, Santa Monica, CA, 90405, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Other Investment Related: No Start Date: 08/13/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am on the board of the HOA that oversees my primary residence located at 2512 28th St. Santa Monica, CA 90405. This is a small community of 10 town homes. I do not receive any income from my role, nor do I control any monetary funds.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-11 |
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