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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-08-18 |
| MN | RA | APPROVED | 2019-01-09 |
Branch Locations
8300 Norman Center Dr Ste 170, Bloomington, MN 55437 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Bloomington | MN | 08/2018 | 09/2018 |
| Takeda Pharmaceuticals | Deerfield | IL | 08/2015 | 07/2018 |
| Us Navy Reserve | Minneapolis | MN | 02/2010 | Present |
| Raymond James Financial Services, Inc. | Bloomington | MN | 09/2018 | 01/2019 |
| Raymond James Financial Services Advisors Inc. | Bloomington | MN | 01/2019 | Present |
| Raymond James Financial Services, Inc. | Bloomington | MN | 01/2019 | Present |
(1) Name of Business: McNellis & Asato, Ltd. Address: 8300 Norman Center Drive, Suite 170, Bloomington, MN, 55437, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 11/01/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Wealth Advisor - RJFS \nVice President - M&A (2) Name of Business: Nankuru Naisa Holdings, LLC Address: 6925 Mark Terrace Drive, Edina, MN, 55439, United States Activity Type: Business Owner Position/Title: Officer - President Investment Related: No Start Date: 07/09/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Overseeing a house that will be used for possibly AirBnB for my parent's trust, which owns the LLC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-04 |
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