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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
Encino, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sentra Securities Corporation | Glendale | CA | 04/1997 | 04/2020 |
| Ubs Financial Services Inc | Encino | CA | 12/2008 | 04/2020 |
| Raymond James & Associates, Inc | Woodland Hills | CA | 04/2020 | Present |
(1)Name of Business: Friends of Roots Address: 4901 Libbit Avenue, Encino, CA, 91436, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Director Investment Related: Yes Start Date: 02/01/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Treasurer, deposit donations, pay bills, solicit donations
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 1990-08-22 |
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