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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-10-12 |
| AK | RA | APPROVED | 2021-06-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fox Hollow Golf Course Llc | Anchorage | AK | 04/2012 | 02/2018 |
| Davis Constructors & Engineers Inc | Anchorage | AK | 02/2018 | 03/2019 |
| Top Shelf Realty | Anchorage | AK | 03/2019 | 09/2019 |
| Davis Constructors & Engineers Inc | Anchorage | AK | 09/2019 | 04/2021 |
| Raymond James Financial Services Inc | Anchorage | AK | 04/2021 | Present |
| Davis Constructors & Engineers Inc | Anchorage | AK | 05/2021 | 04/2022 |
(1) Name of Business: Address: 7730 Big Spruce Circle, Anchorage, AK, 99502, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/01/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: A condo that we bought and lived in for a short duration that we now rent out for year-long lease terms. (2) Name of Business: Leonard & Martens, LLC Address: 3401 Denali, Anchorage, AK, 99503, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/03/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I work for Leonard & Martens, LLC, which is a support company for Leonard & Martens. (3) Name of Business: LMB Wealth Advisors Address: 3401 Denali St Ste 103, Anchorage, AK, 99503-4001, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/01/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I am a licensed Financial Advisor with LMB Wealth Advisors. LMB is formerly known as Leonard & Martens.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-23 |
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