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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-06-06 |
| SD | RA | APPROVED | 2017-04-27 |
Branch Locations
333 West Blvd Suite 302, Rapid City, SD 57701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2005 | 04/2017 |
| Raymond James Financial Services, Inc. | Rapid City | SD | 04/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Rapid City | SD | 04/2017 | Present |
| Boulder Creek Wealth Advisors | Rapid City | SD | 04/2017 | Present |
(1)Name of Business: 711, LLP Address: 4102 Penrose Pl, Rapid City, SD, 57702, United States Activity Type: Agriculture/Farming Position/Title: Partner Investment Related: No Start Date: 04/01/2012 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: own 12.5% of farm operation (2)Name of Business: Apres Ski, LLC Address: 4102 Penrose Place, Rapid City, SD, 57702, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 11/21/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Matthew Schirber and I are own a rental property in Steamboat Springs, CO. (3)Name of Business: Boulder Creek Wealth Advisors Address: 333 West Blvd Suite 302, Rapid City, SD, 57701, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/18/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Co Owner (4)Name of Business: C&N Land, LLP Address: 5140 Pine Tree Dr, Rapid City, SD, 57702, United States Activity Type: Agriculture/Farming Position/Title: Partner Investment Related: No Start Date: 01/01/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 25% Partner in farm/ranch (5)Name of Business: Ducks on the Pond, LLC Address: 2923 West Rapid St, Rapid City, SD, 57702, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 08/16/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Five dads (including myself) are renting a building to turn into a batting / pitching facility for our sons to practice baseball indoors. (6)Name of Business: MHVN. LLC Address: 4102 Penrose Pl, Rapid City, SD, 57702, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 06/01/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: limited management of commercial real estate (7)Name of Business: Newman Capital, LLC Address: 333 West Blvd Suite 302, Rapid City, SD, 57701, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/18/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Newman Capital is the S Corp operating as Boulder Creek Wealth Advisors (8)Name of Business: Six Flakes, LLC Address: 4102 Penrose Pl, Rapid City, SD, 57702, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/01/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My wife and I own a cabin that is used for short term rentals (9)Name of Business: West Boulevard, LLC Address: 4102 Penrose Pl, Rapid City, SD, 57702, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 04/01/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Assist in the management of the rental property along with being a tenant.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 2005-06-10 |
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