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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2018-06-29 |
| TX | RA | APPROVED_RES | 2012-11-26 |
| IA | RA | APPROVED | 2009-09-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Johnston | IA | 09/2009 | Present |
| Des Moines Area Community College | Ankeny | IA | 08/2010 | 01/2023 |
| Raymond James Financial Services Advisors Inc | Johnston | IA | 09/2009 | Present |
| North Shore Capital Management | Johnson | IA | 06/2014 | Present |
(1)Name of Business: GPS Capitial Managment Address: 6165 NW 86th Street, Johnston, IA, 50131, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 04/27/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial advisor (2)Name of Business: North Shore Capital Management Address: 6165 NW 86th Street, Joihnston, IA, 50131, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 06/20/2014 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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-28 |
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