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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-15 |
Branch Locations
6320 Canoga Ave Suite 900, Woodland Hills, CA 91367 • United States
10250 Constellation Blvd Ste 850, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Palos Verdes High School | Palos Verdes Estates | CA | 08/2014 | 06/2018 |
| Choumas Produce | Los Angeles | CA | 06/2017 | 07/2017 |
| Unemployed | Palos Verdes Estates | CA | 06/2018 | 09/2018 |
| University Of California Santa Barbara | Goleta | CA | 09/2018 | 06/2022 |
| Unemployed | Palos Verdes Estates | CA | 06/2022 | 09/2022 |
| Ubs Financial Services Inc | Los Angeles | CA | 09/2022 | 05/2025 |
| Raymond James & Associates | Woodland Hills | CA | 05/2025 | Present |
(1) Name of Business: N.A. Address: 31 29th Avenue, Venice, CA, 90291, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 09/01/2025 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: investment property research, Property decision making, investment efforts outside of capital raising.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-21 |
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