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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-03-03 |
| IL | RA | APPROVED | 2016-02-01 |
Branch Locations
2222 Chestnut Avenue Suite 203, Glenview, IL 60026 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Glenview | IL | 01/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Glenview | IL | 02/2016 | Present |
| Cleartrack Financial Advisors, Llc | Glenview | IL | 01/2016 | Present |
(1)Name of Business: GPG Holdings LLC Address: 2222 Chestnut Ave Ste 203, Glenview, IL, 60026, United States Activity Type: Rental Real Estate Position/Title: Partner, Owner/Proprietor Investment Related: Yes Start Date: 02/06/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 50% investor in LLC which owns the building that our Sheboygan office is located in (2)Name of Business: Own Condo -- rented through a rental pool Address: 2309 Larkdale Drive, Glenview, IL, 60025, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 07/01/2005 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-03 |
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