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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-09-25 |
| NV | RA | APPROVED | 2017-08-17 |
Branch Locations
4021 Meadows Lane Suite B, Las Vegas, NV 89107 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Las Vegas | NV | 05/2009 | 08/2017 |
| Raymond James Financial Services, Inc. | Las Vegas | NV | 08/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Las Vegas | NV | 08/2017 | Present |
| Johnson Peterson & Walpole | Las Vegas | NV | 01/2021 | Present |
(1)Name of Business: Johnson Peterson & Walpole Address: 4021 Meadows Lane Suite B, Las Vegas, NV, 89107, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I am an Owner/ Financial Advisor of the LLC (2)Name of Business: LEAN - Local Equine Assistance Network Address: 3589 Mustang Street, Las Vegas, NV, 89108, United States Activity Type: Non profit Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 02/01/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I manage the books for the non-profit using QuickBooks. I keep track of all cash and non-cash donations, as well as expenses that the non-profit incurs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-10 |
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