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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2022-03-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcmillen & Company, Inc. | Boise | ID | 05/2006 | 10/2020 |
| The Helmstar Group, Llc | Boise | ID | 10/2020 | 08/2021 |
| Raymond James Financial Services | Caldwell | ID | 08/2021 | Present |
| Raymond James Financial Services Advisors | Caldwell | ID | 08/2021 | Present |
DUNNING WEALTH MANAGEMENT Address: 708 Main St Ste 202, Caldwell, ID, 83605-3769, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: Yes Start Date: 08/24/2021 Hours per month 81+ Hours per month during trading hours: 81+ Duties: Relationship & Project Manager/ Branch Admin
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-07-29 |
| S66 | Uniform Combined State Law Examination | 1998-03-28 |
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