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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-05-16 |
| MO | RA | APPROVED | 2016-08-17 |
Branch Locations
5700 Mexico Rd Suite 2, Saint Peters, MO 63376 • United States
Webster Groves, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services,Inc | St Charles | MO | 08/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Saint Peters | MO | 08/2016 | Present |
| Cakks Financial Llc | Webster Groves | MO | 07/2016 | Present |
| Fireside Financial | Saint Peters | MO | 07/2016 | Present |
(1)Name of Business: CAKKS Financial LLC Address: 720 Fairview Ave, Webster Groves, MO, 63119, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/25/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor - Owner (2)Name of Business: Fireside Financial Address: 5700 Mexico Road Ste. 2, Saint Peters, MO, 63376, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/24/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-28 |
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