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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-01-22 |
| MN | RA | APPROVED | 2013-11-07 |
Branch Locations
10160 Foley Blvd Nw Suite 120, Coon Rapids, MN 55448 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Coon Rapids | MN | 01/2009 | Present |
| Raymond James Financial Services Advisors, Inc | Coon Rapids | MN | 01/2009 | Present |
| The Missionbridge Wealth | Coon Rapids | MN | 08/2021 | 12/2024 |
(1)Name of Business: MissionBridge Holdings, LLC Address: 15840 Jay Street NW, Andover, MN, 55304, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/11/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Pass through LLC holding commercial office real estate that MissionBridge Wealth (RJ ICD affiliate) occupies a portion of. I will not be active in management of the property, but a minority shareholder in the office property. (2)Name of Business: MissionBridge Wealth Inc Address: 10160 Foley Blvd NW Ste 120, Coon Rapids, MN, 55448-5278, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee, Officer - President Investment Related: No Start Date: 12/06/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: MissionBridge Wealth Inc is the sub-branded financial services office of Raymond James. We do financial planning, investments, insurance and retirement plans. All approved activities within Raymond James ICD. (3)Name of Business: Quantas Financial Inc Address: 15840 Jay Street NW, Andover, MN, 55304, United States Activity Type: Business Owner Position/Title: Officer - President Investment Related: No Start Date: 01/01/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner- Quantas is an inactive operating company that was used to collect RJ revenues and pay operating expenses- my role was to transfer money from my account, to Quantas Financial checking to pay my share of our Raymond James office expenses. I no longer use the S-Corp for this purpose, but leaving it open for use in potential other investments/OBAs in the future.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-11 |
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