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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2012-07-09 |
| TX | RA | APPROVED_RES | 2010-01-13 |
Branch Locations
1625 1St Ave. Se Suite A, Cedar Rapids, IA 52402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Edmond | OK | 02/2009 | Present |
| Raymond James Financial Services Advisors Inc. | Edmond | OK | 03/2009 | Present |
(1)Name of Business: Fisher Investments Group LLC Address: 1625 1st Ave SE Ste A, Cedar Rapids, IA, 52402, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2014 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 am financial advisor and branch manager (2)Name of Business: Fisher, Gram's Family Trust Address: 1625 1st Ave SE Ste A, Cedar Rapids, IA, 52402, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 08/01/2017 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 will be trustee. My grandmother is gifting $200k to this trust for future family vacations. (3)Name of Business: Tanager Place Address: 2309 C ST SW, Cedar Rapids,, IA, 52402, United States Activity Type: Non profit Position/Title: Board Member Investment Related: Yes Start Date: 01/01/2017 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 am on the board to help with finances. It is unpaid. (4)Name of Business: Willis Dady Homeless Services Address: 1247 4th Ave SE, Cedar Rapids, IA, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: No Start Date: 05/01/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Board Member
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 2002-04-23 |
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