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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2018-10-29 |
Branch Locations
101 N. Main Avenue Suite 201, Sioux Falls, SD 57104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Sioux Falls | SD | 05/2015 | 01/2018 |
| Raymond James Financial Services Advisors Inc. | Sioux Falls | SD | 08/2015 | 01/2018 |
| Raymond James Financial Services, Inc | Sioux Falls | SD | 10/2018 | Present |
| Raymond James Financial Services Advisors Inc | Sioux Falls | SD | 10/2018 | Present |
| Raymond James Financial Services, Inc | Sioux Falls | SD | 02/2018 | 10/2018 |
| First Dakota National Bank | Sioux Falls | SD | 07/2019 | Present |
| Loft Advisors | Sioux Falls | SD | 01/2017 | Present |
(1)Name of Business: Loft Advisors Address: 101 N Main Ave Ste 201, Sioux Falls, SD, 57104, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/17/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advising
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-20 |
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