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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2018-10-19 |
Branch Locations
1901 Butterfield Rd Suite 100, Downers Grove, IL 60515 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Oak Brook | IL | 11/2015 | 10/2018 |
| Raymond James Financial Services, Inc. | Downers Grove | IL | 10/2018 | Present |
| Raymond James Financial Services Advisors, Inc. | Downers Grove | IL | 10/2018 | Present |
(1)Name of Business: Loftus & Preusser Wealth Partners Address: 1901 Butterfield Rd Suite 100, Downers Grove, IL, 60515, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/19/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Assisting clients, assisting the advisors, running reports, etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-19 |
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