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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-05-09 |
| TX | RA | APPROVED | 2018-11-09 |
| CA | RA | APPROVED | 2018-08-16 |
Branch Locations
1541 The Alameda, San Jose, CA 95126 • United States
West Hartford, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Inc | San Jose | CA | 08/2016 | 11/2017 |
| Raymond James Financial Services Inc | San Jose | CA | 11/2017 | 08/2018 |
| Raymond James Financial Services Advisors Inc. | San Jose | CA | 02/2018 | 08/2018 |
| Independent Financial Group | San Jose | CA | 08/2018 | Present |
(1) ALAMEDA FINANCIAL GROUP POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 08/01/2018 ADDRESS: 1541 The Alameda, San Jose CA 95126, United States DESCRIPTION: REGISTERED REPRESENTATIVE FOR DBA ALAMEDA FINANCIAL GROUP FOR MARKETING PURPOSES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-07 |
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