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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-10-12
AK RA APPROVED 2021-06-24
  • TX RA
    APPROVED_RES
    Since 2023-10-12
  • AK RA
    APPROVED
    Since 2021-06-24

Branch Locations

3401 Denali St Ste 103, Anchorage, AK 99503 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 04/2012 → 02/2018
    Fox Hollow Golf Course Llc
    Anchorage, AK
  • 02/2018 → 03/2019
    Davis Constructors & Engineers Inc
    Anchorage, AK
  • 03/2019 → 09/2019
    Top Shelf Realty
    Anchorage, AK
  • 09/2019 → 04/2021
    Davis Constructors & Engineers Inc
    Anchorage, AK
  • 04/2021 → Present
    Raymond James Financial Services Inc
    Anchorage, AK
  • 05/2021 → 04/2022
    Davis Constructors & Engineers Inc
    Anchorage, AK
Other Businesses

(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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-23
  • S66 Uniform Combined State Law Examination
    2021-06-23
Other Names
  • Trevor John Greerin

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