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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-11-06 |
Branch Locations
620 Braodway Street, Suite M, King City, CA 93930 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | King City | CA | 02/2004 | 11/2018 |
| Raymond James Financial Services, Inc. | King City | CA | 11/2018 | Present |
| Raymond James Financial Services Advisors, Inc. | King City | CA | 11/2018 | Present |
(1)Name of Business: SIMPATICO Address: 620 Broadway Suite M, King City, CA, 93930, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/05/2024 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 2-10 Description of duties: financial planning
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-14 |
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