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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-06-05 |
| CA | RA | APPROVED | 2016-08-30 |
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 | Grass Valley | CA | 08/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Grass Valley | CA | 08/2016 | Present |
| Owens Estate And Wealth | Grass Valley | CA | 07/2020 | Present |
| N/A | Granite Bay | CA | 08/2022 | 07/2025 |
| Owens Capital Asset Management | Grass Valley | CA | 08/2016 | 06/2020 |
| Sierra Foothill Asset Management, Inc | Grass Valley | CA | 06/2020 | Present |
(1)Name of Business: Address: 8735 Spooner Ct, Granite Bay, CA, 95746, United States Activity Type: Rental Real Estate Position/Title: Passive investor Investment Related: Yes Start Date: 07/18/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Landlord (2)Name of Business: Address: 8735 Spooner Ct, Granite Bay, CA, 95746, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 07/06/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (3)Name of Business: Address: 8735 Spooner Ct, Granite Bay, CA, 95746, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 05/07/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (4)Name of Business: Owens Estate and Wealth Address: 426 Sutton Way Ste 110, Grass Valley, CA, 95945, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee 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: 81+ Description of duties: Financial Advisor (5)Name of Business: Sierra Foothill Asset Management DBA Owens Estate and Wealth 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: 01/02/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Sierra Foothill Asset Management DBA Owens Estate and Wealth (6)Name of Business: Sierra Foothill Asset Management, Inc Address: 426 Sutton Way Ste 110, Grass Valley, CA, 95945-5300, United States Activity Type: Support Company - Owner Position/Title: Other 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: 81+ Description of duties: Partner and Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-16 |
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