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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-24 |
Branch Locations
1458 Kern St, Fresno, CA 93706 • United States
190 W Durian St, Coalinga, CA 93210 • United States
840 E Herndon Ave, Clovis, CA 93612 • United States
229 N Main, Porterville, CA 93257 • United States
201 N D St, Madera, CA 93638 • United States
2110 High St, Selma, CA 93662 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Mccaffrey Group, Inc. | Fresno | CA | 05/2007 | 12/2025 |
| Capital Waypoint | Fresno | CA | 12/2023 | 06/2026 |
| Raymond James Financial Services, Inc. | Fresno | CA | 01/2024 | 06/2026 |
| Raymond James Financial Services Advisors, Inc | Fresno | CA | 06/2024 | 06/2026 |
| U.S. Bancorp Advisors, Llc | Clovis | CA | 07/2026 | Present |
Fresno Dolphins Swim Team; Not Investment-related; Fresno, CA; The organization is a full-spectrum age group and senior aquatics team that is affiliated with USA Swimming, Inc.; Fresno, CA; The organization is a full-spectrum age group and senior aquatics team that is affiliated with USA Swimming, Inc.; Non-profit organization board; Board President; 06/02/2023; 04 hours/month; 0 hours/trading; Provide my assistance on coordinating and running our home club swim meets.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2006-01-10 |
| S65 | Uniform Investment Adviser Law Examination | 2004-02-12 |
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