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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-27 |
| WI | RA | APPROVED | 2017-06-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2011 | 04/2017 |
| Raymond James Financial Services,Inc | Monroe | WI | 04/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Monroe | WI | 06/2017 | Present |
(1) Name of Business: DJ Real Estate, LLC. Address: 1129 17th Ave # B, Monroe, WI, 53566-2063, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I bought a commercial building that I rent to tenants. Really no day-to-day responsibilities. (2) Name of Business: David James Financial Group LLC Address: 1129 17th Ave Ste B, Monroe, WI, 53566, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/28/2017 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 - use it for branding and prospecting
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-29 |
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