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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-16 |
| CA | RA | APPROVED | 2015-12-08 |
Branch Locations
Grants Pass, OR • United States
15615 Alton Parkway Suite 450, Irvine, CA 92618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Irvine | CA | 12/2015 | Present |
| Raymond James Financial Services Advisors Inc. | Irvine | CA | 12/2015 | Present |
| Marcum Financial Services, Llc | Irvine | CA | 12/2015 | 02/2020 |
| University Of California-Irvine | Irvine | CA | 02/2005 | 01/2023 |
| Marcum Financial Services | Costa Mesa | CA | 07/2016 | 02/2020 |
(1)Name of Business: Address: 3829 Rogue River Hwy, Grants Pass, OR, 97527, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 12/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: manage rental (2)Name of Business: 3829 Rogue River LLC Address: 19716 Highridge Way, Trabuco Canyon, CA, 92679, United States Activity Type: Business Owner Position/Title: Other Investment Related: Yes Start Date: 05/27/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Manager of LLC with spouse, Martha Neuville.\nreal estate Investing,\nPurchased first property May 2024 (3)Name of Business: author Address: 15615 Alton Pkwy Ste 450, Irvine, CA, 92679, United States Activity Type: Other Position/Title: Author Investment Related: Yes Start Date: 12/01/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: write a book
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-07-20 |
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