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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-01-31 |
| TX | RA | APPROVED | 2020-01-30 |
Branch Locations
398 Foam Street Suite B2, Monterey, CA 93940 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc. | Monterey | CA | 01/2017 | 01/2020 |
| Pebble Beach Company | Pebble Beach | CA | 09/2010 | 01/2017 |
| Raymond James Financial Services, Inc. | Monterey | CA | 01/2020 | Present |
| Raymond James Financial Services Advisors, Inc. | Monterey | CA | 01/2020 | Present |
| Paddock Financial Planning, Llc | Monterey | CA | 01/2021 | 10/2023 |
(1) Name of Business: Paddock Financial Planning Inc. Address: 400 Foam St Ste C, Monterey, CA, 93940-1449, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 10/02/2023 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Sole owner of business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-23 |
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