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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-11-09 |
Branch Locations
9595 Wilshire Blvd. Suite 801 And 200, Beverly Hills, CA 90212 • United States
Santa Monica, CA • United States
2 disclosure categories 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 Advisors Llc | Beverly Hills | CA | 02/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Beverly Hills | CA | 11/2016 | 05/2019 |
| Rbc Capital Markets, Llc. | Beverly Hills | CA | 05/2019 | 11/2023 |
| City National Bank | Beverly Hills | CA | 06/2019 | 11/2023 |
| Raymond James & Associates, Inc. | Beverly Hills | CA | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-07-17 |
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