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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-07-05 |
| TX | RA | APPROVED | 2018-07-05 |
Branch Locations
169 Saxony Rd Suite 210, Encinitas, CA 92024 • 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 |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Carlsbad | CA | 09/2015 | 07/2018 |
| Raymond James Financial Services, Inc. | San Diego | CA | 07/2018 | Present |
| Raymond James Financial Services Advisors, Inc. | San Diego | CA | 07/2018 | Present |
| Concurrent Advisors | San Diego | CA | 07/2018 | 03/2023 |
| Melton Wealth Management, Llc | Encinitas | CA | 07/2018 | Present |
| Concurrent Advisors | San Diego | CA | 07/2018 | 03/2023 |
(1) Name of Business: Melton Wealth Management, LLC Address: 169 Saxony Rd Ste 210, Encinitas, CA, 92024, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/09/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of LLC, sole member
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 1985-02-04 |
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