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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2021-05-27 |
| TX | RA | APPROVED_RES | 2021-05-25 |
Branch Locations
60 S. 6Th Street Suite 3510, Minneapolis, MN 55402 • United States
Stillwater, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Stillwater | MN | 08/2005 | 05/2021 |
| Bank Of America, Na | Stillwater | MN | 12/2009 | 05/2021 |
| Raymond James & Associates, Inc. | Minneapolis | MN | 05/2021 | Present |
(1)Name of Business: Tozer Foundation Address: 1474 Monterey Court, Stillwater, MN, 55082, United States Activity Type: Non profit Position/Title: Director, Committee Member Investment Related: Yes Start Date: 05/25/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: General Board Member and \Investment Committee Chair
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-06-21 |
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