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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-02-26 |
| CA | RA | APPROVED | 2014-09-11 |
Branch Locations
2500 Mendocino Avenue Suite C, Santa Rosa, CA 95403 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Cupertino | CA | 09/2014 | Present |
| Raymond James Financial Services Advisors Inc. | Cupertino | CA | 09/2014 | Present |
| First Tech Federal Credit Union | Santa Rosa | CA | 05/2014 | Present |
| Addison Avenue Investment Services | Cupertino | CA | 06/2013 | Present |
| First Tech Federal Credit Union | Cupertino | CA | 06/2013 | Present |
(1)Name of Business: Addison Avenue Investment Services Address: 2500 Mendocino Ave Ste C, Santa Rosa, CA, 95403, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/01/2013 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Provide Financial Advice to our members
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-08 |
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