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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-02-05 |
| TX | RA | APPROVED | 2026-02-05 |
Branch Locations
3467 Forest Grove Drive, Bettendorf, IA 52722 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Davenport | IA | 06/2018 | 03/2022 |
| State Farm Insurance | Moline | IL | 05/2015 | 06/2018 |
| Ameriprise Financial Services, Llc | Davenport | IA | 03/2022 | 02/2026 |
| Raymond James Financial Services, Inc. | Bettendorf | IA | 02/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Bettendorf | IA | 02/2026 | Present |
(1)Name of Business: JRP Operational Support Services, LLC Address: 3467 Forest Grove Drive, Bettendorf, IA, 52722, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/22/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Advisor- financial planning and meeting with clients. Portfolio rebalancing. (2)Name of Business: The Cities Private Wealth Group Address: 3467 Forest Grove Drive, Bettendorf, IA, 52722, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/06/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Advisor meeting day to day with clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-04 |
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