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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-30 |
Branch Locations
2633 Camino Ramon Ste 200, San Ramon, CA 94583 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | San Ramon | CA | 03/2026 | Present |
| Rita's Italian Ice | Pleasanton | CA | 04/2018 | 10/2018 |
| Pump It Up | Pleasanton | CA | 08/2019 | 03/2021 |
| Macy's Inc. | Pleasanton | CA | 12/2023 | 01/2024 |
| Amador Valley High School | Pleasanton | CA | 05/2025 | 12/2025 |
| Starbucks | Moraga | CA | 11/2020 | 03/2021 |
| Duffl | Goleta | CA | 04/2022 | 06/2023 |
| Sephora | Knoxville | TN | 01/2024 | 08/2024 |
| Summit Financial Group, Llc | San Ramon | CA | 06/2024 | 08/2024 |
| Equitable Advisors | Walnut Creek | CA | 09/2025 | 11/2025 |
| University Of Tennessee, Knoxville | Knoxville | TN | 08/2023 | 05/2025 |
| Santa Barbara City College | Santa Barbara | CA | 08/2021 | 05/2023 |
| St. Mary's College Of California | Moraga | CA | 08/2020 | 05/2021 |
| Unemployed | Na | CA | 01/2016 | 04/2018 |
| Unemployed | Na | CA | 11/2018 | 07/2019 |
| Raymond James Financial Services Advisors, Inc. | San Ramon | CA | 03/2026 | Present |
| Summit Financial Group, Llc | San Ramon | CA | 03/2026 | Present |
| Raymond James Financial Services, Inc. | San Ramon | CA | 05/2024 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 2025-12-19 |
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