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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-05-22 |
Branch Locations
2633 Camino Ramon Suite 200, San Ramon, CA 94583 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Newport Beach | CA | 05/2023 | 05/2024 |
| Lightning Fit | Costa Mesa | CA | 05/2020 | 05/2023 |
| Urban Golf Performance (Ugp) | Costa Mesa | CA | 07/2016 | 04/2020 |
| Nylife Securities Llc | Newport Beach | CA | 07/2023 | 05/2024 |
| Raymond James Financial Services, Inc. | San Ramon | CA | 05/2024 | Present |
| Summit Financial Group | San Ramon | CA | 05/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | San Ramon | CA | 05/2024 | Present |
| Summit Financial Group, Llc | San Ramon | CA | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-19 |
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