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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-01-21 |
| MN | RA | APPROVED | 2016-01-20 |
Branch Locations
11 E. Superior Street Suite 500, Duluth, MN 55802 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Duluth | MN | 07/2015 | Present |
| Raymond James Financial Services Advisors Inc. | Duluth | MN | 01/2016 | Present |
Name of Business : Ascential Wealth Advisors Address: 11 E Superior St Ste 500/508 Duluth, MN Nature of the Business: Support Company/DBA (Non-Owner) Position/Title: Employee Investment Related:No Start Date: 04/27/2015 Hours per month devoted to this business: 81+ Description of duties: Financial Advisor: Investment Management & Financial Planning.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-14 |
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