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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-02-05 |
| TX | RA | APPROVED | 2026-02-05 |
Branch Locations
3467 Forest Grove Drive, Bettendorf, IA 52722 • 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 Clearing Services, Llc | Moline | IL | 01/2011 | 09/2018 |
| Ameriprise Financial Services, Llc | Bettendorf | IA | 09/2018 | 02/2026 |
| Raymond James Financial Services Advisors, Inc. | Bettendorf | IA | 02/2026 | Present |
| Raymond James Financial Services, Inc. | Bettendorf | IA | 02/2026 | Present |
(1) Name of Business: Crow Valley Country Club Address: 4315 E 60th St, Davenport, IA, 52807, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Committee Member Investment Related: No Start Date: 07/01/2015 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: vote on how the club should use capital to improve member experience (2) Name of Business: JRP OPERATIONAL SUPPORT LLC Address: 3467 Forest Grove Drive, Bettendorf, IA, 52722, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/11/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: PAYROLL ACCT TO PAY EMPLOYEES - (3) Name of Business: The Cities Private Wealth Group Address: 3467 Forest Grove, Bettendorf, IA, 52722, United States Activity Type: Support Company - Non Owner Position/Title: Officer - CEO Investment Related: No Start Date: 07/11/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Role in relation this activity: \nAdvisor\nDirector\nOfficer - CEO\nOwner/Proprietor\n\nCEO of financial planning practice.\n (4) Name of Business: UTICA 5 LLC Address: 3467 Forest Grove Drive, Bettendorf, IA, 52722, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 07/11/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-12 |
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