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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-11-27 |
| CA | RA | APPROVED | 2013-06-10 |
Branch Locations
620 Newport Ctr Dr Suite 900, Newport Beach, CA 92660 • 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 |
|---|---|---|---|---|
| Burkett Kear Talent Agency | Costa Mesa | CA | 09/1984 | Present |
| Raymond James & Associates, Inc. | Newport Beach | CA | 03/2006 | Present |
| Horgan Enterprises | Laguna Niguel | CA | 09/2007 | Present |
(1)Name of Business: Address: 17 S Peak, Laguna NIguel, CA, 92677, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/13/2010 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 own the property and rent it out. (2)Name of Business: Horgan Enterprises Address: 17 S Peak, Laguna Niguel, CA, 92677, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 09/26/2007 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Fly and maintain the plane I own
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 1987-04-20 |
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