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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2023-12-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Creston | IA | 08/2021 | Present |
| Northwest Bank In Creston | Creston | IA | 07/2009 | Present |
| First National Bank | Creston | IA | 08/2021 | Present |
| Raymond James Financial Services Advisors, Inc | Creston | IA | 12/2023 | Present |
| City Of Shannon City | Shannon City | IA | 04/2018 | Present |
| City Of Arispe | Arispe | IA | 09/2022 | Present |
(1)Name of Business: Investment Center Address: 801 W Taylor St, Creston, IA, 50801-3536, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/16/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Calling clients, preparing paperwork (2)Name of Business: Northwest Bank in Creston Address: 801 W Taylor St, Creston, IA, 50801-3536, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 07/21/2009 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Calling clients, preparing paperwork,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-17 |
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