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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2009-01-02 |
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 Financial Services, Inc. | Chicago | IL | 09/2000 | Present |
| Raymond James Financial Services Advisors, Inc | Itasca | IL | 01/2009 | Present |
(1)Name of Business: Tistle, Solesky & Burgman Financial Services Address: branch 6nf, itasca, IL, 60143, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/23/2007 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: branch support company (2)Name of Business: Tistle, Solesky And Burgman Financial Services Address: 500 Park Blvd Ste 165c Itasca IL 60143, itasca, IL, 60143, United States Activity Type: Non-variable Insurance Position/Title: Owner Investment Related: Yes Start Date: 09/21/2005 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: NOT REQUIRED AT TIME OF SUBMISSION (3)Name of Business: Tistle,solesky &burgman Financial Address: 500park blvdste165c itasca il. 60143, itasca, IL, 60143, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 02/29/2012 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Insurance, fixed annuities and term life
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 1991-01-30 |
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