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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-24 |
| IL | RA | APPROVED | 2009-05-04 |
Branch Locations
33 W. Higgins Road Suite 2050, South Barrington, IL 60010 • United States
427 N Kirk Rd Ste 101, Geneva, IL 60134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | St. Charles | IL | 04/2009 | Present |
| Raymond James Financial Services Advisors, Inc | St. Charles | IL | 05/2009 | Present |
| Heritage Partners | St Charles | IL | 01/2014 | Present |
| Magnolia Financial Group, Inc. | Wheaton | IL | 01/2016 | Present |
(1)Name of Business: Magnolia Financial Group, Inc. Address: 215 E Seminary Ave, Wheaton, IL, 60187, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/11/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-05 |
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