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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-10-13 |
| MN | RA | APPROVED | 2022-08-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blue Sky Dental | Rochester | MN | 08/2013 | 08/2020 |
| Rochester Public Schools | Rochester | MN | 03/2017 | 09/2018 |
| Yanowitz Law Firm | Rochester | MN | 06/2013 | 03/2017 |
| Caribou Coffee | Rochester | MN | 01/2017 | 03/2017 |
| Commonwealth Financial Network | Waltham | MA | 05/2019 | 08/2022 |
| Raymond James Financial Services, Inc. | Rochester | MN | 08/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Rochester | MN | 08/2022 | Present |
| Think Bank | Rochester | MN | 10/2018 | Present |
Name of Business: Think Financial Planning Address: 4638 Maine Ave SE, Rochester, MN, 55904-6929, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/01/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-25 |
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