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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-07-12 |
Branch Locations
6320 Canoga Ave Suite 900, Woodland Hills, CA 91367 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kinecta Financial & Insurance Services | Westlake Village | CA | 03/2012 | 05/2017 |
| Lpl Financial Llc | Westlake Village | CA | 09/2014 | 05/2017 |
| Farmers Financial Solutions | Agoura Hills | CA | 05/2017 | 07/2019 |
| Raymond James & Associates, Inc | Woodland Hills | CA | 07/2019 | Present |
11/30/2015: No Business Name - Investment Related - At Reported Business Location(s) - 7711 McLaren Ave, West Hills, CA 91304 - Real Estate Rental - Started 08/01/2012 - 0 Hours Per Month. Name of Business: Address: Woodland Hills, CA, 91367, United States -Activity Type: Rental Real Estate -Position/Title: Partner -Investment Related: Yes -Start Date: 06/01/2012 -Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Landlord
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-09 |
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