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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-13 |
| CA | RA | APPROVED | 2020-04-30 |
Branch Locations
6320 Canoga Ave Suite 900, Woodland Hills, CA 91367 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Encino | CA | 10/2008 | 04/2020 |
| Raymond James & Associates, Inc | Woodland Hills | CA | 04/2020 | Present |
(1)Name of Business: 502 Hodges Lane, Montecito, CA 93108 Address: 4019 Longridge Ave, Sherman oaks, CA, 91423, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 02/08/2012 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I handle the finances for this property and my 50% partner, Bruce Pompan handles the rental part. (2)Name of Business: Foreground Properties, LLC Address: 1252-1258 West 1st Street, Los Angeles, CA, 90026, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 05/01/2014 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Managing Member
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 1987-01-29 |
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