Best Investors Account Sign in
Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-01-06
CA RA APPROVED 2021-12-01
  • TX RA
    APPROVED
    Since 2022-01-06
  • CA RA
    APPROVED
    Since 2021-12-01

Branch Locations

426 Sutton Way Suite 110, Grass Valley, CA 95945 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 11/2013 → Present
    Raymond James Financial Services, Inc.
    Grass Valley, CA
  • 07/2020 → Present
    Owens Estate And Wealth Strategies Group
    Grass Valley, CA
  • 07/2020 → Present
    Sierra Foothill Asset Management Inc.
    Grass Valley, CA
  • 12/2021 → Present
    Grass Valley, CA
  • 11/2021 → 11/2024
    Not Provided
    Grass Valley, CA
Other Businesses

(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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-30
  • S66 Uniform Combined State Law Examination
    2021-11-30

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Grass Valley, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor