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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-11-12 |
| IL | RA | APPROVED | 2012-05-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Matton | IL | 02/2012 | Present |
| Raymond James Financial Services Advisors Inc. | Mattoon | IL | 05/2012 | Present |
| First Mid-Illinois Bank And Trust | Mattoon | IL | 10/2011 | 07/2018 |
| First Mid Wealth Management | Mattoon | IL | 10/2011 | Present |
| First Mid Wealth Management | Mattoon | IL | 04/2019 | Present |
(1)Name of Business: First Mid Illinois Bank & Trust Address: 1317 Charleston Ave, Mattoon, IL, 61938, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 10/05/2011 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: FA only. Report brokerage sales manager, Mark Mangieri. (2)Name of Business: First Mid Wealth Management Address: 1317 Charleston Ave, Mattoon, IL, 61938, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/12/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial planning, advise clients accordingly. Also provide supervisory duties for the branch.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-16 |
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