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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-02-17 |
| FL | RA | APPROVED | 2020-07-01 |
Branch Locations
1714 W 23Rd St Ste R, Panama City, FL 32405-2924 • United States
Panama City Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Panama City | FL | 02/2013 | 06/2020 |
| Florida State University | Panama City Beach | FL | 01/2016 | Present |
| Ameriprise Financial Services, Llc | Panama City | FL | 06/2020 | Present |
Real Estate Ownership; Single Family; 566 N Lakeshore Drive, , Panama City Beach, FL, 32413; Not Investment-Related; 07/01/2024. Business Ownership; Dune Land Development, Inc.; Co-owner; Real Estate; 566 N Lakeshore Drive, , Panama City Beach, FL, 32413; Not Investment-Related; 09/01/2023; 1 to 9 hours per month; 0 during trading hours / Laguna Beach Property Management; Co-owner; Real Estate; 566 N Lakeshore Drive, , Panama City Beach, FL, 32413; Not Investment-Related; 08/01/2024; 0 hours per month; 0 during trading hours. Outside Employment; Centennial Bank; Registered Sales Associate / Practice Manager - No bank duties; ; 1714 W. 23rd Street Suite R, , Panama City, FL, 32405; Investment-Related; 07/01/2020; 40 to 59 hours per month; 60 during trading hours / Chico's; Part-time sales associate.; Retail; 200 Bluefish Drive, Suite 100, Panama City Beach, FL, 32413; Not Investment-Related; 06/25/2026; 10 to 19 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 2012-03-30 |
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