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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2009-01-02 |
| TX | RA | APPROVED_RES | 2009-01-02 |
Branch Locations
4165 E. Thousand Oaks Blvd. Suite 255, Thousand Oaks, CA 91361 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Encino | CA | 01/1991 | Present |
| Boscoe Insurance Services, Inc. | Encino | CA | 01/1995 | Present |
| Raymond James Financial Services Advisors, Inc | Westlake Village | CA | 01/2009 | Present |
| Dahlstrum Financial | Westlake Village | CA | 03/2017 | Present |
1) MARKETING ASSISTANT - ENCINO, CA. STARTED 7/16/2010. 5 HOURS WEEKLY, 0 DURING TRADING HOURS. 2) REAL ESTATE - LA QUINTA, CA. OWNER OF RENTAL PROPERTY. STARTED 4/2010. 1 HOUR WEEKLY, 0 DURING TRADING HOURS. NOT INVESTMENT RELATED. 3) Boscoe Insurance Services, Inc. Address: 5704 Lindley Avenue, Encino, CA Activity Type: Other Position/Title: Other Investment Related: No Start Date: 01/02/1995 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Independent Contractor. 4) Dahlstrum Financial Address: Westlake Village, CA Nature of the Business: Non-Variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 03/30/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Non-variable life insurance sales
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-09-28 |
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