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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2013-11-21
MO RA APPROVED 2009-01-02
  • TX RA
    APPROVED_RES
    Since 2013-11-21
  • MO RA
    APPROVED
    Since 2009-01-02

Branch Locations

1525 E Republic Rd. B-125, Springfield, MO 65804 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc. Springfield MO 06/2002 Present
Eric D. Griessel, Cpa Ozark MO 06/2003 Present
Non-Variable Insurance Springfield MO 10/2002 Present
Raymond James Financial Services Advisors, Inc Springfield MO 01/2009 Present
Wealth Partners, Llc Springfield MO 09/2007 Present
Successor Trustee For Father'S Living Trust Ozark MO 10/2002 Present
  • 06/2002 → Present
    Raymond James Financial Services, Inc.
    Springfield, MO
  • 06/2003 → Present
    Eric D. Griessel, Cpa
    Ozark, MO
  • 10/2002 → Present
    Non-Variable Insurance
    Springfield, MO
  • 01/2009 → Present
    Springfield, MO
  • 09/2007 → Present
    Wealth Partners, Llc
    Springfield, MO
  • 10/2002 → Present
    Successor Trustee For Father'S Living Trust
    Ozark, MO
Previous Registrations
  • 2004-10-29 → 2007-12-31
    Investment Consulting Group, L.L.C.
    Springfield, MO
Other Businesses

(1)Name of Business: Eric D Griessel, CPA Address: 701 W Ivy Creek Dr, Ozark, MO, 65721, United States Activity Type: Accounting/CPA Position/Title: Owner/Proprietor Investment Related: No Start Date: 06/01/2003 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I own and operate a small CPA practice (2)Name of Business: NA Address: 1525 E Republic Rd Ste B125, Springfield, MO, 65804, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 10/01/2002 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Selling of Fixed Life Insurance, LTC, health insurance and Fixed Annuities (3)Name of Business: Wealth Partners, LLC Address: 1525 E Republic Rd Ste B125, Springfield, MO, 65804, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/01/2007 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Employee of Raymond James Branch office

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-09-13
  • S66 Uniform Combined State Law Examination
    2002-09-13

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