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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-10 |
Branch Locations
29122 Rancho Viego Rd Ste 107, San Juan Capistrano, CA 92675 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Craft House | Dana Point | CA | 03/2018 | 09/2023 |
| Dana Hills High School | Dana Point | CA | 08/2014 | 06/2018 |
| Unemployed | Laguna Niguel | CA | 09/2023 | 10/2023 |
| Cetera Wealth Services, Llc | El Segundo | CA | 10/2023 | 10/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | 10/2025 |
| Raymond James Financial Services, Inc. | San Juan Capistrano | CA | 10/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | San Juan Capistrano | CA | 10/2025 | Present |
| University Of California - Santa Barbara | Santa Barbara | CA | 10/2020 | 09/2022 |
| Saddleback College | Mission Viejo | CA | 08/2018 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-05 |
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