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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-04-14 |
| TX | RA | APPROVED | 2023-04-14 |
Branch Locations
394 Wards Corner Road Suite 150, Loveland, OH 45140 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2007 | 04/2023 |
| Raymond James Financial Services, Inc. | Loveland | OH | 04/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Loveland | OH | 04/2023 | Present |
| Knudsen Wealth Planning | Loveland | OH | 04/2023 | Present |
| Round Lake Llc | Cincinnati | OH | 08/2014 | Present |
(1)Name of Business: KelJac CAC Address: 4078 Hickory Woods Dr, Mason, OH, 45040, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 08/21/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: None at the moment. Set up LLC for potential purchase of real estate. (2)Name of Business: Knudsen Wealth Planning Address: 394 Wards Corner Rd Ste 150, Loveland, OH, 45140-8331, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 04/14/2023 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: This is my DBA name for RJFS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-28 |
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