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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-10-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Fairmont | MN | 12/2007 | 11/2021 |
| Sweet Financial Partners, Llc | Fairmont | MN | 11/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Fairmont | MN | 12/2013 | 11/2021 |
| Cwm, Llc | Omaha | NE | 10/2024 | Present |
| Sweet Financial Partners, Llc | Fairmont | MN | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-02-06 |
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