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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-06-05 |
| CA | RA | APPROVED | 2014-05-02 |
Branch Locations
426 Sutton Way Suite 110, Grass Valley, CA 95945 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Grass Valley | CA | 10/2013 | Present |
| Raymond James Financial Services Advisors Inc. | Grass Valley | CA | 05/2014 | Present |
| Sierra Foothill Asset Management, Inc. | Grass Valley | CA | 07/2020 | Present |
| Owens Capital Asset Management Dba Owens Estate And Wealth Strat | Grass Valley | CA | 03/2013 | 06/2020 |
| Dba - Owens Estate And Wealth Strategies Group | Grass Valley | CA | 06/2020 | Present |
(1)Name of Business: Address: 426 Sutton Way Ste 110, Grass Valley, CA, 95945-5300, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 01/09/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Partner of Sierra Foothill Asset Management dba Owens Estate and Wealth Strategies Group - Subleasing Office Space (2)Name of Business: DBA - Owens Estate and Wealth Strategies Group Address: 426 Sutton Way Ste 110, Grass Valley, CA, 95945-5300, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/01/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (3)Name of Business: Foothill Home Staging Address: 15233 Miller Circle, Rough and Ready, CA, 95975, United States Activity Type: Business Owner Position/Title: Other Investment Related: No Start Date: 05/25/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: It is my wife's business. I have no direct responsibilities. (4)Name of Business: Sierra Foothill Asset Management, Inc. Address: 426 Sutton Way Ste 110, Grass Valley, CA, 95945, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/01/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I am partner of Sierra Foothill Asset Management, Inc. DBA Owens Estate and Wealth Strategies Group. I am the Director of Research. I am also on the board of directors.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-29 |
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