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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2020-01-28 |
Branch Locations
3033 Campus Drive Suite W110, Plymouth, MN 55441 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Plymouth | MN | 06/2018 | 08/2019 |
| Raymond James Financial Services, Inc. | Plymouth | MN | 08/2019 | Present |
| Executive Public Accountants | Plymouth | MN | 03/2017 | 05/2018 |
| Paperchase Accounting | Ham Lake | MN | 01/2013 | 02/2017 |
| Pfk Financial Services Inc. | Plymouth | MN | 06/2018 | Present |
(1)Name of Business: Executive Public Accountants Address: 2742 Piper Ridge Ln, Excelsior, MN, 55331, United States Activity Type: Other Position/Title: Associate/Employee Investment Related: No Start Date: 06/15/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Clerical. Helping with Human Resource planning and paperwork for small businesses. (2)Name of Business: PFK Financial Services Inc. Address: 3033 Campus Dr Ste W110, Plymouth, MN, 55441, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/01/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Clerical, and Client services for Patrick Kelly.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-27 |
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