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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-07-29 |
| FL | RA | APPROVED | 2020-07-01 |
Branch Locations
1714 W 23Rd St Ste R, Panama City, FL 32405-2924 • United States
635 E Baldwin Rd, Panama City, FL 32405 • United States
2200 Stanford Rd, Panama City, FL 32405 • United States
Panama City, 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 | 12/2014 | 06/2020 |
| Bay United Soccer Club | Panama City | FL | 02/2016 | Present |
| Ameriprise Financial Services, Llc | Panama City | FL | 06/2020 | Present |
Board of Directors; Willow Lake Commercial Center Owner's Assoc Inc; President; 1714 W 23rd St Ste R, , Panama City, FL, 32405; Not Investment-Related; 01/01/2025; 1 to 9 hours per month; 0 during trading hours. Fiduciary Activities; Trustee. Outside Employment; Bay United Soccer Club; Coach - Soccer Coach; ; 50 Chip Seal Pkwy, , Panama City Beach, FL, 32407; Not Investment-Related; 02/10/2020; 10 to 19 hours per month; 0 during trading hours / Centennial Bank; Financial Advisor - Financial Advisor; ; 1714 W 23rd Street Ste R, , Panama City, FL, 32405; Investment-Related; 06/30/2020; 20 to 39 hours per month; 20 to 39 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-19 |
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