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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-21 |
| IL | RA | APPROVED | 2016-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Matoon | IL | 03/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Mattoon | IL | 03/2016 | Present |
| First Mid Bank & Trust | Mattoon | IL | 02/2015 | Present |
(1)Name of Business: First Mid Wealth Management Address: 1317 Charleston Ave, Mattoon, IL, 61938, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/12/2019 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 | 2016-03-12 |
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