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Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-26
IL RA APPROVED 2024-02-26
  • TX RA
    APPROVED
    Since 2024-07-26
  • IL RA
    APPROVED
    Since 2024-02-26

Branch Locations

4443 Marsh Hawk Drive, Loves Park, IL 61111 • 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
Raymond James & Associates Inc. Loves Park IL 08/2023 Present
Walter Wayne Development Company Madison WI 09/2022 08/2023
Full-Time Education Dubuque IA 08/2018 07/2022
Unemployed Loves Park IL 07/2022 09/2022
Full-Time Education Rockford IL 08/2013 08/2018
  • 08/2023 → Present
    Loves Park, IL
  • 09/2022 → 08/2023
    Walter Wayne Development Company
    Madison, WI
  • 08/2018 → 07/2022
    Full-Time Education
    Dubuque, IA
  • 07/2022 → 09/2022
    Unemployed
    Loves Park, IL
  • 08/2013 → 08/2018
    Full-Time Education
    Rockford, IL
Other Businesses

(1) Name of Business: Addres:s 526 Prairie Ave, Janesville, WI, 53545, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I own a duplex in the Janesville, WI area. The building is owner occupied, but I do rent out the bottom unit. (2) Atlas Asset Management LLC, 730 Trent Lane, Loves Park, IL 61111, Business Owner, Owner/Proprietor, 05/25/2023, I/R: Yes, HPM: 2-10 HPM trd hrs: 0-1 Duties: The company has two purposes: 1) To shelter my future assets (homes, investment accounts, etc.) from liability. 2) To formalize my investment formula in a single account. Of which, any income generated can be offset by business losses or expenses accrued. All funds in the company will be from my earned income. All accounts will be held at Raymond James.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-22
  • S66 Uniform Combined State Law Examination
    2024-02-22
Other Names
  • David Jones

View on SEC IAPD

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