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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-08-01 |
| TX | RA | APPROVED | 2023-08-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2016 | 08/2023 |
| Raymond James Financial Services, Inc. | Munster | IN | 08/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Munster | IN | 08/2023 | Present |
(1)Name of Business: Address: 8400 w 105th Ave, St John, IN, 46373, United States Activity Type: Other Position/Title: Other Investment Related: No Start Date: 11/01/2013 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I officiate high school girls and boys basketball. (2)Name of Business: GFI Wealth Partners Address: 9410 Calumet Ave Suite 403, Munster, IN, 46321, United States Activity Type: Support Company - Non Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 08/01/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial planning and serving clients. (3)Name of Business: JDT Wealth Management Address: 10110 Don S Powers Dr Ste 101C, Munster, IN, 46321-4070, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 08/01/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Services and financial planning.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-18 |
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