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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2015-04-08 |
| FL | RA | APPROVED | 2015-01-05 |
Branch Locations
201 Main Street, Urbana, IL 61801 • United States
5246 Red Cedar Drive Fort Myers, Fl, Usa, 33907, Fort Myers, FL 33907 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services,Inc | Urbana | IL | 10/2014 | Present |
| Raymond James Financial Services Advisors Inc. | Urbana | IL | 01/2015 | Present |
| Busey Investment Services | Urbana | IL | 11/2012 | Present |
| Busey Bank | Urbana | IL | 11/2012 | Present |
(1)Name of Business: Busey Bank Address: 201 W Main St, Urbana, IL, 61801, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 10/20/2012 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Relationship management for clients $2MM or more. Other investment business, I refer to Busey Investment Services. (2)Name of Business: Busey Investment Services Address: 201 W Main St, Urbana, IL, 61801, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 11/01/2012 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I do not have personal clients on the RJ system. As a licensed bank employee, I only make referrals to RJ associate. I receive no direct compensation/commissions, etc for said referrals.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-01-02 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-16 |
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