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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-07-27 |
| ND | RA | APPROVED | 2023-07-20 |
Branch Locations
2000 Schafer Street Suite A, Bismarck, ND 58501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rdo Equipment | Bismarck | ND | 05/2015 | 10/2016 |
| Investment Centers Of America | Bismarck | ND | 10/2016 | 11/2017 |
| Lpl Financial, Llc | Bismarck | ND | 11/2017 | 08/2018 |
| First International Bank & Trust | Bismarck | ND | 08/2017 | 08/2018 |
| Hd Vest Investment Services | Bismarck | ND | 09/2018 | 05/2019 |
| Hd Vest Insurance Services | Bismarck | ND | 09/2018 | 05/2019 |
| Hd Vest Advisory Services | Bismarck | ND | 09/2018 | 05/2019 |
| Lpl Financial Llc | Bismarck | ND | 05/2019 | 07/2023 |
| Cornerstone Bank | Bismarck | ND | 05/2019 | 01/2022 |
| Lpl Financial | Bismarck | ND | 01/2022 | 07/2023 |
| Raymond James Financial Services, Inc. | Bismarck | ND | 07/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Bismarck | ND | 07/2023 | Present |
(1)Name of Business: Address: 2000 Schafer St Ste A, Bismarck, ND, 58501-1204, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 07/01/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: sell fixed annuities and life insurance to qualified clients (2)Name of Business: 4Partners, LLC Address: 2000 Schafer St Ste A, Bismarck, ND, 58501-1204, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 04/29/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Part ownder of the LLC. Reason for the LLC is to purchase a lot and build building for our Raymond James office.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-25 |
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