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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-02-01 |
Branch Locations
65 N. River Lane Suite 212, Geneva, IL 60134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities, Inc. | Portland | OR | 07/2015 | 02/2022 |
| My Advisor & Planner | Geneva | IL | 07/2015 | Present |
| Raymond James Financial Services, Inc. | Geneva | IL | 02/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Geneva | IL | 02/2022 | Present |
| My Advisor & Planner Llc. | Geneva | IL | 07/2015 | Present |
(1)Name of Business: My Advisor & Planner LLC. Address: 107 S. 2nd Street, Geneva, IL, 60134-2268, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/01/2015 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Wealth Manager. My Advisor & Planner is the name of the approved Support Company for branch EVX
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-02 |
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