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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-08-08 |
| IA | RA | APPROVED | 2009-01-02 |
Branch Locations
2201 E. Grantview Drive Suite 200, Coralville, IA 52241 • United States
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. | Iowa City | IA | 06/2007 | Present |
| Raymond James Financial Services Advisors, Inc | Iowa City | IA | 01/2009 | Present |
| Regional Finance Director | Cedar Rapids | IA | 10/2010 | 12/2020 |
| U.S. Department Of Health | Washington Dc | DC | 11/2007 | 12/2020 |
(1)Name of Business: DBA "Pilot Wealth" Address: 2201 E Grantview Dr Ste 200, Coralville, IA, 52241-3508, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor, Officer - President Investment Related: No Start Date: 04/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This will be my new DBA once approved and developed. I am looking to get the name approved at this point. (2)Name of Business: Andrews Aviation LLC Address: 2201 E Grantview Dr Ste 200, Coralville, IA, 52241-3508, United States Activity Type: Business Owner Position/Title: Officer - President Investment Related: No Start Date: 09/23/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is a pass through entity to hold ownership of an aircraft primarily used for business. (3)Name of Business: Andrews Financial Group Inc Address: 2201 E Grantview Dr Ste 200, Coralville, IA, 52241, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/01/2009 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner (4)Name of Business: Andrews Real Estate Holdings LLC Address: 2201 E Grantview Dr Ste 200, Coralville, IA, 52241, United States Activity Type: Rental Real Estate Position/Title: Officer - President Investment Related: Yes Start Date: 09/25/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: That of an owner of commercial and residential real estate. (5)Name of Business: Grantview Real Estate Partners, LLC Address: 2201 Grantview Drive, Coralville, IA, 52241, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 10/01/2012 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (6)Name of Business: Hangar 319er LLC Address: 1955 James Street, Coralville, IA, 52241, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 05/22/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I have no responsibilities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-15 |
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