Bryan J Lathrop

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

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

Current Registrations

Authority	Category	Status	Date
IA	RA	APPROVED	2024-08-16
TX	RA	APPROVED	2024-08-16

Branch Locations

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

Organization	City	State	From	To
Gwfs Equities, Inc	Greenwood Village	CO	05/2022	04/2023
First Citizens Bank	Mason City	IA	08/2016	05/2022
Godfather's Pizza	Mason City	IA	02/2007	06/2018
Raymond James Financial Services, Inc.	Mason City	IA	04/2023	Present
Raymond James Financial Services Advisors, Inc.	Mason City	IA	08/2024	Present

05/2022 → 04/2023

Gwfs Equities, Inc

Greenwood Village, CO
08/2016 → 05/2022

First Citizens Bank

Mason City, IA
02/2007 → 06/2018

Godfather's Pizza

Mason City, IA
04/2023 → Present

Raymond James Financial Services, Inc.

Mason City, IA
08/2024 → Present

Raymond James Financial Services Advisors, Inc.

Mason City, IA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-08-14
S63	Uniform Securities Agent State Law Examination	2022-07-11