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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-15 |
| TX | RA | APPROVED | 2026-01-15 |
Branch Locations
2355 Gold Meadow Way Ste 100, Gold River, CA 95670 • United States
Rancho Cordova, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sacramento | CA | 04/2019 | 03/2021 |
| Motif | Rancho Cordova | CA | 12/2014 | 04/2019 |
| Bank Of America, N.A. | Sacramento | CA | 05/2019 | 03/2021 |
| Edward Jones | St. Louis | MO | 03/2021 | 01/2026 |
| Motif Capital Management, Inc. | Rancho Cordova | CA | 10/2017 | 04/2019 |
| Raymond James Financial Services Inc. | Gold River | CA | 01/2026 | Present |
| Raymond James Financial Services Advisors Inc. | Gold River | CA | 01/2026 | Present |
(1)Name of Business: Prinze Wealth Group Address: 2355 Gold Meadow Way Ste 100, Gold River, CA, 95670-6327, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/10/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-22 |
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