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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-24 |
| CA | RA | APPROVED | 2025-07-01 |
Branch Locations
851 Burlway Road Suite 600, Burlingame, CA 94010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gateway Financial Advisors | San Ramon | CA | 01/2014 | 11/2016 |
| Cambridge Investment Research, Inc. | San Ramone | CA | 01/2014 | 10/2016 |
| H.D. Vest Investment Services | Burlingame | CA | 10/2016 | 09/2017 |
| H.D. Vest Insurance Agency | Irving | TX | 12/2016 | 09/2017 |
| H.D. Vest Advisory Services, Inc. | Burlingame | CA | 12/2016 | 09/2017 |
| Commonwealth Financial Network | San Diego | CA | 09/2017 | 07/2025 |
| Raymond James Financial Services, Inc. | Pleasanton | CA | 07/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Pleasanton | CA | 07/2025 | Present |
| California State University, East Bay | Hayward | CA | 09/2015 | 06/2017 |
(1) Name of Business: Rydge LLC Address: 851 Burlway Rd Ste 600, Burlingame, CA, 94010-1715, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 06/30/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Planner (2) Name of Business: Rydge Tax Services Address: 851 Burlway Rd Ste 600, Burlingame, CA, 94010-1715, United States Activity Type: Tax Preparation Position/Title: Partner Investment Related: No Start Date: 06/30/2025 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Tax preparation (3) Name of Business: Rydge Wealth Management Address: 851 Burlway Rd Ste 600, Burlingame, CA, 94010-1715, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 06/30/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: DBA of Rydge LLC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-10 |
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