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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-16 |
Branch Locations
2633 Camino Ramon Suite 200, San Ramon, CA 94583 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Inc. | San Ramon | CA | 05/2024 | Present |
| Ccop Basketball | Pleasanton | CA | 09/2017 | 02/2020 |
| Next Level Basketball Coaching | Pleasanton | CA | 07/2019 | 10/2019 |
| Amador Valley High School | Pleasanton | CA | 08/2016 | 05/2020 |
| California State University, Chico | Chico | CA | 08/2020 | 05/2024 |
| Wildcat Recreation Center | Chico | CA | 01/2022 | 05/2024 |
| Summit Financial Group, Llc | San Ramon | CA | 06/2024 | Present |
| Northwestern Mutual Investment Services, Llc | Walnut Creek | CA | 01/2023 | 06/2024 |
| Raymond James Financial Services Advisor, Inc | San Ramon | CA | 01/2025 | Present |
(1)Name of Business: Summit Financial Group, LLC Address: 2633 Camino Ramon Ste 200, San Ramon, CA, 94583-2174, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/10/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Planner, supporting financial advisors with financial planning, eMoney input/modeling and recommendations document writing.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-27 |
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