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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2014-01-15 |
| TX | RA | APPROVED | 2006-07-17 |
Branch Locations
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 & Associates | Duluth | MI | 05/2006 | Present |
(1)Name of Business: 2230 L.R. LLC Address: 2230 London Road, Duluth, MN, 55812, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 05/01/2013 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Sole owner as of 01/04/2019 of the current building at 2230 London Rd, Duluth, MN 55804. There are four lots on the property and one business building and one garage. I rent the upper level to my branch 39S, and rent the lower level to 2 non-financial firms. (2)Name of Business: Lester Park Golf and Recreation Working Group Steering Committee Address: 330 Pinewood Ln, Duluth, MN, 55804, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board Investment Related: No Start Date: 10/07/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I have been asked by the Mayor to be one of 22 people to be on a steering committee to determine if an old city run golf course could be reopened again as a non profit golf course or multi use facility or if it should be sold to a private or semi private developer.\n\nMy role right now is to help give the pros and cons and an estimated cost to do the project.\n\nSomeone from the steering committee will present the findings and recommendations to the city council in April of 2025. (3)Name of Business: Liberty Wealth, LLC Address: 2230 London Road, Duluth, MN, 55812, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 05/01/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I built out our office over and above what 2230 L.R., LLC partnership offered. To pay for this build out, I charge a $1,700 rent / month to the branch for the next 20 plus years. I will also use this LLC to make future office improvements not in 2230 L.R LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 1989-11-22 |
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