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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2011-06-27 |
| CA | RA | APPROVED | 2011-04-04 |
Branch Locations
2999 Oak Road Suite 1030, Walnut Creek, CA 94597 • United States
Berkeley, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | San Francisco | CA | 04/2011 | 04/2022 |
| Raymond James & Associates, Inc. | Walnut Creek | CA | 04/2022 | Present |
(1)FINANCIAL PLANNING ASSOCIATION OF SAN FRANCISCO - SAN FRANCISCO, CA, LEAD FINANCIAL SEMINARS IN THE COMMUNITY, DEVOTE APPROX 8 HRS PER MONTH, NONE DURING BSNS HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-03 |
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