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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2013-07-02 |
Branch Locations
5663 N. Glenwood St. Suite 101, Garden City, ID 83714 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Garden City | ID | 06/2013 | Present |
| Raymond James Financial Services Advisors Inc. | Garden City | ID | 07/2013 | Present |
| Idaho Air National Guard | Gowen Field, Boise | ID | 07/2014 | Present |
(1)Name of Business: Address: 5165 W Hidden Springs Drive, Hidden Springs, ID, 83714, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 02/01/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Rental of personally owned condominium (2)Name of Business: C & D Property LLC Address: 5663 N Glenwood St, 101, Garden City, ID, 83714-5044, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 02/18/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Legal signatures, liability, decisions regarding development and financing. (3)Name of Business: DWM LLC Address: 7761 W Riverside Dr Ste 120, Garden City, ID, 83714-5044, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO, Officer - President Investment Related: No Start Date: 03/31/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Bookkeeping, employee manager, financial services as a CFP RJ Advisor. (4)Name of Business: None Address: 7761 W Riverside Dr Ste 110, Garden City, ID, 83714, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 07/05/2013 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Illustrate policies, take applications, deliver policies
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-30 |
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