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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-08-12
IA RA APPROVED 2019-01-02
  • TX RA
    APPROVED
    Since 2020-08-12
  • IA RA
    APPROVED
    Since 2019-01-02

Branch Locations

105 E Main Street Suite 1, West Union, IA 52175 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc. West Union IA 10/2018 Present
Truenorth Companies Cedar Rapids IA 08/2016 09/2018
Sag Wagon Center Point IA 04/2016 02/2017
Raymond James Financial Services Advisors, Inc. West Union IA 01/2019 Present
Rental Real Estate Elkader IA 04/2016 05/2019
Central Community School District Elvader IA 01/2020 10/2020
Schneider Financial Llc West Union IA 02/2019 Present
  • 10/2018 → Present
    Raymond James Financial Services, Inc.
    West Union, IA
  • 08/2016 → 09/2018
    Truenorth Companies
    Cedar Rapids, IA
  • 04/2016 → 02/2017
    Sag Wagon
    Center Point, IA
  • 01/2019 → Present
    West Union, IA
  • 04/2016 → 05/2019
    Rental Real Estate
    Elkader, IA
  • 01/2020 → 10/2020
    Central Community School District
    Elvader, IA
  • 02/2019 → Present
    Schneider Financial Llc
    West Union, IA
Other Businesses

(1)Name of Business: Foundations Wealth Partners Address: 105 E Main St Ste 1, West Union, IA, 52175-1254, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 06/01/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 11-20 Description of duties: Owner of dba name Foundations Wealth Partners as a DBA for our RJFS ICD branch. (2)Name of Business: Schneider Financial LLC Address: 105 E Main St Ste 1, West Union, IA, 52175, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/09/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner, tax reporting

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-12-28
  • S66 Uniform Combined State Law Examination
    2018-12-28
Other Names
  • Amanda Marie Gibson

View on SEC IAPD

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