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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-16 |
| CA | RA | APPROVED | 2009-06-09 |
Branch Locations
18919 Nordhoff Street Suite 6C, Northridge, CA 91324 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Northridge | CA | 05/2009 | Present |
| Mcneely Financial Strategies, Llc Dba Lifestone Wealth Mgmt. | Northridge | CA | 05/2009 | 07/2019 |
| Raymond James Financial Services Advisors, Inc | Northridge | CA | 05/2009 | Present |
(1)Name of Business: Address: 18944 Brasilia Dr, Northridge, CA, 91326, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 11/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Collect rent (2)Name of Business: Address: 18944 Brasilia Dr, Porter Ranch, CA, 91326-1518, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 11/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Renting property thru lease. (3)Name of Business: Fred B McNeely dba Legend Wealth Management Address: 18919 Nordhoff St Ste 6C, Northridge, CA, 91324, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/01/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner/Branch Manager (4)Name of Business: Property Rental Address: 18944 Brasilia DR., Northridge, CA, 91326, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 10/24/2013 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Own a property in Pine Mountain and rent it out.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 1986-08-14 |
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