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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-01 |
Branch Locations
608 Silver Spur Road Suite 380, Rolling Hills Estates, CA 90274 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates Inc. | Rolling Hills Estate | CA | 05/2025 | Present |
| Jpmorgan Chase | Encino | CA | 08/2019 | 05/2025 |
| Wells Fargo | Pasadena | CA | 05/2016 | 08/2019 |
(1)Name of Business: HeartForgeStudios Address: 22611 Federalist Road, Calabasas, CA, 91302, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 04/25/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My son loves Roblox, so we’re creating a game called Bling It! (not yet released). Players will design jewelry and compete in timed challenges. The game will include in-game purchases using Robux for items and passes. Revenue is uncertain, and Roblox only allows conversion to USD after reaching 30,000 Robux (~$114). However, it will generate some Robux (2)Name of Business: Painted Paper Hearts Address: 22611 Federalist Road, Calabasas, CA, 91302, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 07/16/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: In 2021, I self-published a book, followed thereafter by a children’s book in 2023. However, no copies have been sold since I joined RJ. Don't promote. The works remain available for purchase, and I may update them in the future potentially leveraging AI to enhance their quality which could result in additional income going forward. I have IG handle, but haven't posted anything for ages. I also want to self-publish some sci-fi comic books, so it's just fiction creative writing projects
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-22 |
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