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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-04-15 |
Branch Locations
3033 Campus Drive Suite W110, Plymouth, MN 55441 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jra Financial | Maple Grove | MN | 10/2001 | 12/2016 |
| Cetera Wealth Services, Llc | Rockford | MN | 07/2002 | 04/2026 |
| Advisornet Wealth Partners | Maple Grove | MN | 09/2017 | 04/2026 |
| Advisornet Financial Inc. Dba Advisornet Financial Partners | Maple Grove | MN | 11/2021 | 04/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 04/2026 |
| Advisornet Financial Inc. | Maple Grove | MN | 06/2023 | 04/2026 |
| Raymond James Financial Services, Inc. | Plymouth | MN | 04/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Plymouth | MN | 04/2026 | Present |
(1)Name of Business: Northwest Properties Address: 13319 60th St SW, Cokato, MN, 55321, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee, Officer - President Investment Related: No Start Date: 04/19/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Support strategic business operations (2)Name of Business: Northwest Properties & Management Address: 3033 Campus Dr Ste W110, Plymouth, MN, 55441-2697, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Officer - Secretary Investment Related: No Start Date: 08/24/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: schedule meetings, prepare agendas, record meeting minutes, ensure compliance and facilitate communication among board members for all businesses owned by Patrick F. Kelly. (3)Name of Business: Patrick F. Kelly & Associates Address: 3033 Campus Dr Ste W110, Plymouth , MN, 55441, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/15/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Supporting Patrick F. Kelly with organization management including OSJ responsibilities.\n (4)Name of Business: PFK Financial Services Inc Address: 3033 Campus Dr Ste W110, Plymouth, MN, 55441-2697, United States Activity Type: Support Company - Non Owner Position/Title: Officer - Secretary Investment Related: No Start Date: 08/19/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: schedule meetings, prepare meeting agendas, maintain board meeting minutes, ensure compliance, and communicate with all board members.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-27 |
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