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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-31 |
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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | San Ramon | CA | 06/2024 | Present |
| Municipal Pooling Authority | Walnut Creek | CA | 01/2020 | 05/2024 |
| Moresi's Chophouse | Clayton | CA | 06/2019 | 11/2019 |
| San Diego State University | San Diego | CA | 08/2015 | 05/2019 |
| Summit Financial Group | San Ramon | CA | 06/2024 | Present |
| Raymond James Financial Services Advisors, Inc | San Ramon | CA | 10/2025 | Present |
(1)Name of Business: Summit Financial Group, LLC Address: 2633 Camino Ramon Ste 200, San Ramon, CA, 94583-2174, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/10/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Planning Associate, create financial plan deliverables, input data into planning software.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-28 |
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