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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-06-25 |
Branch Locations
16133 Venture Blvd Suite 530, Encino, CA 91436 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Los Angeles | CA | 11/2015 | 03/2024 |
| Oasis | Valley Village | CA | 09/2015 | 05/2018 |
| Raymond James Financial Services Advisors, Inc. | Encino | CA | 06/2024 | Present |
| The House | Northridge | CA | 06/2018 | Present |
| Manchester Investing Inc | Anaheim Hills | CA | 03/2018 | Present |
| Manchester Investing Inc | Encino | CA | 06/2024 | Present |
| Manchester Investing Inc | Tarzana | CA | 01/2018 | Present |
| Manchester Investing Inc | Mountain View | CA | 03/2024 | Present |
| Manchester Investing Inc | Tarzana | CA | 01/2000 | Present |
| The Associates Realty Group | Tarzana | CA | 02/2018 | Present |
| Self | Northridge | CA | 01/2000 | Present |
| Overflow.cO | Tarzana | CA | 05/2024 | Present |
| Raymond James Financial Services, Inc. | Encino | CA | 06/2024 | Present |
(1) Name of Business: Financial Wellness Club (merch) Address: 5401 Yolanda ave , Tarzana , CA, 91356, United States Activity Type: Other Position/Title: Author Investment Related: No Start Date: 09/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Hats and stickers for a book. Most are given away but some are sold in online store. (2) Name of Business: Manchester Investing Address: 5401 Yolanda ave , Tarzana, CA, 91356, United States Activity Type: Other Position/Title: Author Investment Related: Yes Start Date: 09/19/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I've written five books - 4 are available on Amazon, and 1 I only have 200 copies on hand. 2 books are children's books. 1 is a religious book, "Tools for the Journey". And 1 is a general financial education book called "Roadmap to Your Financial Freedom" - this book also has a companion journal (the 200 copies that I have on hand). (3) Name of Business: overflow.co Address: 5401 Yolanda ave, Tarzana , CA, 91356, United States Activity Type: Other Position/Title: Other Investment Related: Yes Start Date: 05/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: They licensed my book "Roadmap to Your Financial Freedom" to make it into a video. After a certain amount of fees are recouped, they will pay me a small residual fee of every sale for 3.5 years.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-12-11 |
| S66 | Uniform Combined State Law Examination | 2014-05-30 |
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