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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-08-24 |
Branch Locations
11222 Tesson Ferry Rd Ste 201, Saint Louis, MO 63123 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lindbergh School District | Saint Louis | MO | 08/2013 | 06/2021 |
| Raymond James Financial Services Inc | Chesterfield | MO | 07/2021 | Present |
| Raymond James Financial Services Advisors, Inc | Saint Louis | MO | 08/2023 | Present |
| Lindbergh High School | Saint Louis | MO | 08/2015 | Present |
(1)Name of Business: Simon Financial Group Address: 11222 Tesson Ferry Rd Ste 201, Saint Louis, MO, 63123-6963, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/01/2021 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Execute trades as directed, open/close accounts, communicate with clients, deposit checks, other administrative assistant tasks as directed
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-14 |
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