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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-03-22 |
| AK | RA | APPROVED | 2012-09-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Anchorage | AK | 06/2012 | Present |
| Raymond James Financial Services Advisors Inc. | Anchorage | AK | 09/2012 | Present |
| J.S. Leonard And Associates | Anchorage | AK | 09/2011 | Present |
(1) Name of Business: Leonard and Martens, LLC Address: 3401 Denali St Ste 103, Anchorage, AK, 99503, United States Activity Type: Support Company - Non Owner Position/Title: Officer - Secretary Investment Related: No Start Date: 09/06/2011 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This business is setup to maintain branch records, payroll, and expenses. (2) Name of Business: LMB Wealth Advisors Address: 3401 Denali St Ste 103, Anchorage, AK, 99503-4001, United States Activity Type: Support Company - Owner Position/Title: Officer - Secretary Investment Related: No Start Date: 04/01/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I will be one of three partners and we are updating our LLC and business information. (3) Name of Business: P Wilson McDonald, LLC Address: 3401 Denali, Anchorage, AK, 99503, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 01/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This LLC is setup to help process and track expenses related to the financial services that are carried out through our branch.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-31 |
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