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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-01 |
| CA | RA | APPROVED | 2024-07-30 |
Branch Locations
2999 Oak Road Suite 1030, Walnut Creek, CA 94597 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| David White & Associates | San Ramon | CA | 07/2013 | 12/2016 |
| Ameritas Investment Corp | Lincoln | NE | 12/2013 | 12/2016 |
| Lpl Financial, Llc | Castro Valley | CA | 12/2016 | 06/2019 |
| Malakoff Wealth | Castro Valley | CA | 12/2016 | 06/2019 |
| Securian Financial Services Inc | St Paul | MN | 06/2019 | 05/2023 |
| Minnesota Life Insurance Company | St Paul | MN | 06/2019 | 05/2023 |
| Summit Financial Group Llc | San Ramon | CA | 06/2023 | 07/2024 |
| Lyft | San Francisco | CA | 10/2013 | 12/2018 |
| Raymond James Financial Services, Inc. | San Ramon | CA | 05/2023 | 07/2024 |
| Raymond James Financial Services Advisors, Inc. | San Ramon | CA | 05/2023 | 07/2024 |
| Raymond James & Associates, Inc. | Walnut Creek | CA | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-17 |
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