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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-06 |
| CA | RA | APPROVED | 2021-12-01 |
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 | 11/2013 | Present |
| Owens Estate And Wealth Strategies Group | Grass Valley | CA | 07/2020 | Present |
| Sierra Foothill Asset Management Inc. | Grass Valley | CA | 07/2020 | Present |
| Raymond James Financial Services Advisors, Inc. | Grass Valley | CA | 12/2021 | Present |
| Not Provided | Grass Valley | CA | 11/2021 | 11/2024 |
(1)Name of Business: 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: 81+ Description of duties: Financial Advisor (2)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: Officer - Vice President, 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: Chief Operations Officer (3)Name of Business: Sierra Foothill Asset Management, Inc. 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: Officer - Vice President, Partner Investment Related: Yes Start Date: 01/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Sierra Foothill Asset Management, Inc. DBA Owens Estate and Wealth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-30 |
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