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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-05-05 |
| TX | RA | APPROVED | 2022-04-21 |
| WA | RA | APPROVED | 2022-04-21 |
Branch Locations
223 S Glendora Avenue, Suite 103, Glendora, CA 91741 • United States
Claremont, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Tempe | AZ | 02/2012 | 04/2022 |
| Raymond James Financial Services, Inc | Gelndora | WA | 04/2022 | Present |
| Raymond James Financial Services Advisors, Inc | Gelndora | WA | 04/2022 | Present |
(1)Name of Business: Mortenson Financial Services, Inc. Address: 223 S. Glendora Ave. Suite 103, Glendora, CA, 91741, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 04/21/2022 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-16 |
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