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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-08-12 |
| IA | RA | APPROVED | 2019-01-02 |
Branch Locations
105 E Main Street Suite 1, West Union, IA 52175 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-28 |
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