Tricia Lynn De Haan

Current Employers

Employment History

• 01/2013 → 09/2018
  Marion County Bank
  Pella, IA
• 09/2018 → 08/2022
  Marion County Bank Dba Main Street Advisory Group
  Pella, IA
• 09/2018 → 08/2022
  Raymond James Financial Services, Inc
  Pella, IA
• 01/2021 → 08/2022
  Raymond James Financial Services Advisors, Inc
  Pella, IA
• 08/2022 → Present
  Cwm, Llc
  Omaha, NE
• 08/2022 → 07/2025
  Cetera Wealth Services, Llc
  El Segundo, CA
• 08/2022 → Present
  Carson Wealth
  Pella, IA

Previous Registrations

• 2021-01-05 → 2022-09-26
  Raymond James Financial Services Advisors, Inc
  Pella, IA

Other Businesses

NAME OF OTHER BUSINESS: NEW LIFE PRISON CHURCH INVESTMENT RELATED: NO ADDRESS: 408 MAPLE ST PELLA IA NATURE OF BUSINESS: RELIGIOUS START DATE: 07/2021 POSITION/TITLE/RELATIONSHIP: SECRETARY APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: TAKING MINUTES FOR MONTHLY COUNCIL MEETINGS, VOTING ON ACTION ITEMS NAME OF OTHER BUSINESS: BTS22 LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 09/2022 POSITION/TITLE/RELATIONSHIP: CLIENT SERVICE COORDINATOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: PROVIDING OPERATIONAL SUPPORT TO ADVISORS AND CLIENTS WHEN NEEDED NAME OF OTHER BUSINESS: NOTARY INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: NOTARY SERVICES START DATE: 08/2021 POSITION/TITLE/RELATIONSHIP: NOTARY APX NUMBER OF HOURS PER WEEK: .01 APX NUMBER OF HOURS DURING TRADING HOURS: .01 BRIEF DESCRIPTION OF DUTIES: PROVIDE NOTARY SERVICES IF NEEDED

Exams

• S66 Uniform Combined State Law Examination
  2020-12-19

Other Names

• Tricia Lynn Groenenboom