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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-04-27 |
| CA | RA | APPROVED | 2014-03-17 |
Branch Locations
360A West Portal Avenue, San Francisco, CA 94127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | San Francisco | CA | 03/2014 | Present |
| Raymond James Financial Services Advisors Inc. | San Francisco | CA | 03/2014 | Present |
| West Portal Financial Group Llc | San Francisco | CA | 06/2014 | Present |
(1)Name of Business: Address: 165 Glenview Drive, San Francisco, CA, 94131, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 12/01/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Rental Property Owner (2)Name of Business: Alpha Sights Address: 165 Glenview Drive, San Francisco, CA, 94131, United States Activity Type: Other Position/Title: Consulting Investment Related: No Start Date: 01/28/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Participate in marketing surveys on general industry trends, product usage, financial planning topics, opinions on marketing collateral. (3)Name of Business: St. Ignatius Church, San Francisco, CA Address: 650 Parker Avenue, San Francisco, CA, 94118, United States Activity Type: Religious Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 12/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Assist with investment allocation decisions. Quarterly meetings held at the parish office. (4)Name of Business: West Portal Financial Group, LLC Address: 360A West Portal Avenue, San Francisco, CA, 94127, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 02/24/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 1986-01-09 |
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