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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-22 |
| CA | RA | APPROVED | 2019-09-23 |
Branch Locations
630 Main Street, Woodland, CA 95776 • United States
819 4Th St, Santa Rosa, CA 95404 • United States
2051 Arena Blvd, Suite 140, Sacramento, CA 95834 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | San Francisco | CA | 07/2014 | 06/2017 |
| Bok Financial Securities, Inc. | Dallas | TX | 03/2018 | 09/2019 |
| Unemployed | Carrollton | TX | 06/2017 | 03/2018 |
| Bokf, Na | Dallas | TX | 03/2018 | 09/2019 |
| Raymond James Financial Services, Inc. | Sacramento | CA | 09/2019 | Present |
| Raymond James Financial Services Advisors, Inc. | Sacramento | CA | 09/2019 | Present |
| Tri Counties Bank | Sacramento | CA | 09/2019 | Present |
| Cerifi Llc | Elk Grove | CA | 05/2023 | 05/2025 |
(1)Name of Business: Tri Counties Advisors Address: 801 K St Ste 110, Sacramento, CA, 95814, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/23/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-27 |
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