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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2009-01-02 |
Branch Locations
205 South Water Street, Wilmington, IL 60481 • United States
Joliet, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Servivces, Inc. | Joliet | IL | 04/2007 | Present |
| Raymond James Financial Services Advisors, Inc | Wilmington | IL | 01/2009 | Present |
(1)Name of Business: Oak Knoll Financial Strategies, LLC Address: 205 S Water St, Wilmington, IL, 60481, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 06/01/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Advisor (2)Name of Business: SWM Investments Limited Partnership Address: 719 Catherine ST, Joliet, IL, 60435, United States Activity Type: Other Position/Title: Partner Investment Related: Yes Start Date: 12/13/2004 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: .002% partner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-21 |
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