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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-02-17 |
| IL | RA | APPROVED | 2016-01-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services,Inc | Rockton | IL | 01/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Rockton | IL | 01/2016 | Present |
| Montgomery Financial Services Llc | Rockton | IL | 02/2010 | Present |
| Montgomery Property Management, Llc | Rockton | IL | 01/2012 | Present |
1) MONTGOMERY FINANCIAL SERVICES LLC; ROCKTON, IL; SUPPORT COMPANY/DBA (OWNER); NOT INVESTMENT RELATED; 02/2010-PRESENT; 0 HOURS PER MONTH, 0 HOURS DURING TRADING; OWNER/FINANCIAL ADVISOR. This is the LLC I set up when I went independent. Everything done in this business is done through Raymond James. 2) Name of Business: Montgomery Property Management, LLC Address: Rockton, IL, 61072, United States -Activity Type: Rental Real Estate Position/Title: Owner/Proprietor -Investment Related: Yes Start Date: 01/01/2012 -Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I own the LLC, which owns and rents property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-08-12 |
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