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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-09-15 |
| IA | RA | APPROVED | 2013-04-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Lemars | IA | 02/1999 | Present |
| Independent Insurance Sales Agent | Lemars | IA | 07/1999 | Present |
| Jay Hahn Insurance- Wellmark Blue Cross/Blue Shield | Le Mars | IA | 01/1999 | Present |
| Chubb/Ibis | Le Mars | IA | 02/2010 | Present |
| Primebank | Le Mars | IA | 09/2010 | Present |
| Raymond James Financial Services Advisors Inc. | Le Mars | IA | 04/2013 | Present |
(1)Name of Business: Address: 1110 Turnberry, Le Mars, IA, 51031, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 05/01/2004 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner (2)Name of Business: Wellmark Blue Cross/Blue Shield Address: 37 1st Ave NW, Le Mars, IA, 51031, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 01/01/1999 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Health Insurance Agent / Wellmark/BC/BS (3)Name of Business: NA Address: 37 1st Ave NW, Le Mars, IA, 51031`, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 02/11/2010 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Primebank Property and Casualty Ins. agent with Iowa Bankers , IBIS / CHUBB - For Bank Policy only (4)Name of Business: Primebank Investment Center Address: 37 1st Ave NW, Le Mars, IA, 51031, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 10/05/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor / Branch Manager
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-31 |
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