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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2016-08-25 |
| NE | RA | APPROVED | 2016-08-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Yankton | SD | 03/2016 | Present |
| Cortrust Bank | Yankton | SD | 03/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Yankton | SD | 08/2016 | Present |
| Cortrust Wealth Management | Yankton | SD | 03/2016 | Present |
| Cortrust Bank | Yankton | SD | 03/2016 | Present |
(1)Name of Business: CorTrust Wealth Management Address: 110 Cedar St, Yankton, SD, 57078, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/28/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-29 |
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