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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-21 |
| IA | RA | APPROVED | 2017-09-18 |
Branch Locations
4800 North River Blvd Ne Suite 100, Cedar Rapids, IA 52411 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Cedar Rapids | ID | 04/2008 | 09/2017 |
| Raymond James Financial Aservices, Inc. | Cedar Rapids | ID | 08/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Cedar Rapids | IA | 09/2017 | Present |
| Plexus | Hiawatha | IA | 04/2018 | Present |
(1)Name of Business: Jerry K. Ask Investment Services Address: 4800 N River Blvd NE Ste 100, Cedar Rapids, IA, 52411, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/15/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Planning / Investments
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-10-19 |
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