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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-01-21 |
| TX | RA | APPROVED_RES | 2026-01-12 |
Branch Locations
1415 28Th St Ste 335, West Des Moines, IA 50266 • 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 |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 06/2004 | 01/2026 |
| Raymond James Financial Services, Inc. | West Des Moines | IA | 01/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | West Des Moines | IA | 01/2026 | Present |
(1)Name of Business: Address: 1415 28th St Ste 335, West Des Moines, IA, 50266-1484, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 01/01/1989 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Fixed insurance sales (2)Name of Business: Address: 1415 28th St Ste 335, West Des Moines, IA, 50266-1484, United States Activity Type: Tax Preparation Position/Title: Owner/Proprietor Investment Related: No Start Date: 03/01/1979 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Tax preparation and planning (3)Name of Business: Address: 9531 NW 74th Place, Johnston, IA, 50131, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/01/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Cash rent our family farm in Coleridge, NE. Co-owned with my wife, Nancy. (4)Name of Business: Hefner Financial Inc Address: 1415 28th St Ste 335, West Des Moines, IA, 50266-1484, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/06/2006 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: Role in relation to this activity:\nAdvisor, Founder, Owner/Proprietor\n\n51% owner of Hefner Financial Inc organized to facilitate securities, advisory, and insurance business.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-12-17 |
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