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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-26 |
| IL | RA | APPROVED | 2024-02-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-22 |
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