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1133 Fort Street, Victoria, Bc V8V 3K9 • Canada
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Ltd | Victoria, British Columbia | 04/2014 | 04/2024 | |
| Raymond James (Usa) Ltd | Victoria, British Columbia | 04/2014 | 04/2024 | |
| Beacon Hill Wealth Management Ltd | Victoria, Bc | 04/2024 | Present |
(1)RAYMOND JAMES LTD ("RJL"), A REGISTERED INVESTMENT DEALER WITH IIROC, IS THE CANADIAN AFFILIATE AND PARENT COMPANY OF RAYMOND JAMES (USA) LTD. THE BUSINESS IS INVESTMENT RELATED. DIXIE KLAIBERT IS LOCATED AT 404-620 VIEW ST. VICTORIA BC CANADA V8W 1J6 AND HAS BEEN EMPLOYED SINCE APRIL 14, 2014. SHE IS A FULL TIME AGENT AND HER TITLE WITH RJL IS "FINANCIAL ADVISOR". SHE DEVOTES 160 HOURS A MONTH TO THIS BUSINESS DURING BUSINESS AND TRADING HOURS. HER JOB DUTIES INCLUDE SALES. (2)RAYMOND JAMES FINANCIAL PLANNING LTD ("RJFP") IS THE INSURANCE AND ESTATE PLANNING DIVISION OF RAYMOND JAMES LTD. RJFP DEALS WITH INSURANCE SOLUTIONS, WEALTH MANAGEMENT, TAX AND ESTATE PLANNING AND BUSINESS CONTINUITY. DIXIE KLAIBERT IS LOCATED AT 404-620 VIEW ST. VICTORIA BC CANADA V8W 1J6 AND HAS BEEN LICENSED WITH RJFP SINCE APRIL 14, 2014. SHE IS A FULL-TIME AGENT. SHE DEVOTES 5 HOURS A MONTH TO THIS BUSINESS. HER JOB DUTIES INCLUDE LIFE INSURANCE SALES &/OR FINANCIAL PLANNING. (3)THE VICTORIA CFA SOCIETY IS THE LOCAL CHAPTER OF THE CFA INSTITUTE, WHICH FOSTERS EDUCATION AND ETHICS IN THE GLOBAL FINANCIAL MARKETS. MY POSITION IS Public Awareness. THE START DATE OF THE BUSINESS IS JANUARY 01, 2016. I DEVOTE EIGHT (EIGHT) HOURS PER MOnTH TO THIS OTHER BUSINESS NOT DURING BUSINESS AND TRADING HOURS. (4) FINVOGUE.com is investment-related and is located at 2722 Hibbens LLS, Victoria BC, Canada. Provides career advice to women in finance and my position/title is owner. The start date of the business is October 1, 2016. I devote 24 hours a month to this other business during business and not during trading hours. My duties are to create content to foster mentorship. (5) Beacon Hill Wealth Management is investment-related and is located at 501-747 Fort St., Victoria BC, Canada. Beacon Hill Wealth Management is an operating company for my advisory office and my position/title is Director. The start date of the business was April 19, 2013. I devote about 20 hours per month to this other business during business and trading hours. My duties are managing our Raymond James Ltd. business through this operating company. (6) Battery St. Holdings is investment-related and is located at 501-747 Fort St., Victoria BC Canada. Battery St. Holdings is a holding company for my operating company for my advisory office and my position/title is Owner. The start date of the business was April19, 2013. I don't devote any hours to this other business during business and trading hours. I don't have any current duties with this other business. 7)Royal Victoria YC is not investment-related and is located at 3475 Ripon Rd., Victoria BC, V8R 6H1. I am a member of this organization and the start date of the business is November 3, 2020. I devote 2 to this other business during business and trading hours. I volunteer on the membership committee reviewing new applicants. 8) UVIC Portfolio Management Foundation is not investment-related and is located at 3800 Finnerty Road, Victoria BC. UBC is a university and I am a volunteer. My duties are to mentor a student. The star date of the business was June 1, 2021. I devote less than one hour to this other business during business and trading hours. 9) UBC Portfolio Management Foundation is not investment-related and is located at 2053 Main Mall, Vancouver BC, V6T 1Z2. UBC is a university and I am a volunteer. My duties are to mentor a student. The star date of the business was June 1, 2021. I devote less than one hour to this other business during business and trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-09-15 |
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