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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-24 |
| IN | RA | APPROVED | 2014-10-17 |
Branch Locations
6329 Constitution Drive, Fort Wayne, IN 46804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-13 |
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