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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-10-20 |
| WA | RA | APPROVED | 2022-02-24 |
Branch Locations
820 Market Street Suite 1, Kirkland, WA 98033 • 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 |
|---|---|---|---|---|
| Edward D. Jones & Co., L.P. | Redmond | WA | 07/1997 | 02/2022 |
| Raymond James Financial Services, Inc. | Kirkland | WA | 02/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Kirkland | WA | 02/2022 | Present |
(1) Name of Business: Calmont Properties LLC Address: 5555 Lakeview Dr Ste 201, Kirkland, WA, 98033-7444, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 05/28/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Purchasing building to house our Haller & Shepard Capital Group along with two residential rental properties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-02 |
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