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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2023-06-14 |
Branch Locations
2201 E. Grantview Drive Suite 200, Coralville, IA 52241 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | St Louis | MO | 05/2020 | 02/2021 |
| Community Health Systems | Franklin | TN | 06/2018 | 05/2020 |
| Workiva | Ames | IA | 05/2016 | 05/2018 |
| Private Client Services | Creve Couer | MO | 02/2021 | 06/2023 |
| Raymond James Financial Services, Inc. | Coralville | IA | 06/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Coralville | IA | 06/2023 | Present |
(1) Name of Business: Pilot Wealth Address: 2201 E Grantview Dr Ste 200, Coralville, IA, 52241-3508, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/22/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: \nI work for Andrews Financial Group which is affiliated with RJFS. We do business as Pilot Wealth. I am a registered client service associate, under advisor Chad Andrews (2) Name of Business: Andrews Financial Group Address: 2201 E Grantview Dr Ste 200, Coralville, IA, 52241-3508, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/15/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: I work for Raymond James Financial Services as a registered client service associate.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2020-11-20 |
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