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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-01-24
IN RA APPROVED 2014-10-17
  • TX RA
    APPROVED_RES
    Since 2023-01-24
  • IN RA
    APPROVED
    Since 2014-10-17

Branch Locations

6329 Constitution Drive, Fort Wayne, IN 46804 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services Fort Wayne IN 10/2014 Present
Raymond James Financial Services Advisors Inc. Fort Wayne IN 10/2014 Present
Burton Vosmeier & Looney Financial Fort Wayne IN 10/2014 Present
Previous Registrations
Other Businesses

(1)Name of Business: Burton Vosmeier & Looney Financial Advisory Group Address: 6329 Constitution Dr, Fort Wayne, IN, 46804, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/16/2014 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Partner, Financial Advisor (2)Name of Business: BVL Advisors LLC Address: 6329 Constitution Dr, Fort Wayne, IN, 46804, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/03/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Partner, Financial Advisor (3)Name of Business: BVL Enterprises LLC Address: 6329 Constitution Dr., Fort Wayne, IN, 46804, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/07/2014 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: As a manager of the LLC.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-07-11
S63 Uniform Securities Agent State Law Examination 1996-09-13
  • S65 Uniform Investment Adviser Law Examination
    2000-07-11
  • S63 Uniform Securities Agent State Law Examination
    1996-09-13

View on SEC IAPD

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