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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| SD | RA | APPROVED | 2025-10-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ketel Thorstenson Llp | Rapid City | SD | 01/2021 | 06/2022 |
| First Bank And Trust | Sioux Falls | SD | 08/2019 | 01/2021 |
| South Dakota State University | Brookings | SD | 08/2014 | 08/2019 |
| Riddles Group, Inc | Rapid City | SD | 01/2017 | 01/2019 |
| Thrivent Investment Management Inc | Minneapolis | MN | 05/2022 | 11/2024 |
| Thrivent Financial | Appleton | WI | 06/2022 | 11/2024 |
| Morgan Stanley | Rapid City | SD | 11/2024 | 10/2025 |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2024 | 10/2025 |
| Raymond James Financial Services, Inc. | Rapid City | SD | 10/2025 | Present |
| Boulder Creek Wealth Advisors | Rapid City | SD | 10/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Rapid City | SD | 10/2025 | Present |
(1)Name of Business: Young Professionals Group of Rapid City/Elevate Rapid City Address: 3404 Enfield Loop, Rapid City, SD, 57703, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Board Member, Committee Member Investment Related: Yes Start Date: 02/16/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: As treasurer, i track the budget and submit expenses for reimbursements.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-03 |
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