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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-10 |
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 Estates | CA | 07/2024 | 05/2025 |
| Raymond James & Associates, Inc. | Rolling Hills Estates | CA | 05/2025 | Present |
| Insure Pacific | Prineville | OR | 06/2016 | Present |
| Linfield University | Mcminnville | OR | 08/2020 | Present |
| Bend Parks And Recreation | Bend | OR | 07/2023 | 08/2023 |
| Mt Bachelor Zipline | Bend | OR | 06/2022 | 08/2022 |
| Gerald Agency Inc, | Brookings | OR | 07/2018 | 03/2025 |
| Powdr Corp | Bend | OR | 06/2022 | 08/2022 |
Insure pacific. Is not investment related. 297 NW 3rd St, Prineville, OR 97754. Insurance agency. Associate. Start date 07/2016. 0-1 hours per month. 0 devoted hours during securities trading hours. This is my moms business. I will help out around the office if I happen to be visiting home. She keeps me on the payroll. I get a very low wage but I am apart of the employee health insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-05 |
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