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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-15 |
| CA | RA | APPROVED | 2022-11-21 |
Branch Locations
608 Silver Spur Road Suite 380, Rolling Hills Estates, CA 90274 • 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 |
|---|---|---|---|---|
| Kestra Private Wealth Services Llc | San Diego | CA | 02/2014 | 03/2017 |
| Kestra Investment Services, Llc | Austin | TX | 02/2014 | 03/2017 |
| Nova Financial & Insurance Services | Tucson | AZ | 03/2017 | 08/2019 |
| Cornerstone Wealth Management | San Diego | CA | 07/2019 | 09/2020 |
| Vivaldi Capital Management, Llc | San Diego | CA | 10/2020 | 10/2022 |
| Raymond James & Associates, Inc. | Rolling Hills Estates | CA | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-12-22 |
| S65 | Uniform Investment Adviser Law Examination | 1993-02-03 |
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