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Current Employers
Raymond James Financial Services Advisors, Inc

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2022-09-29
  • MN RA
    APPROVED
    Since 2022-09-29

Branch Locations

10160 Foley Blvd Nw Suite 120, Coon Rapids, MN 55448 • 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
Securian Financial Services Saint Paul MN 12/2020 09/2022
Minnesota Life Insurance Company Saint Paul MN 12/2020 09/2022
North Star Resource Group Saint Paul MN 12/2020 09/2022
Cri Securities Saint Paul MN 12/2020 10/2021
Shipt St. Paul MN 05/2020 11/2021
Northwestern Mutual Mendota Heights MN 02/2019 04/2020
Gertens Inver Grove Heights MN 03/2016 12/2018
Benson Property St. Paul MN 06/2018 08/2018
The University Of Northwestern St. Paul MN 09/2016 05/2017
Moxie Wealth Management Minneapolis MN 11/2021 09/2022
Raymond James Financial Services, Inc Coon Rapids MN 09/2022 Present
Raymond James Financial Services Advisors, Inc. Coon Rapids MN 09/2022 Present
  • 12/2020 → 09/2022
    Securian Financial Services
    Saint Paul, MN
  • 12/2020 → 09/2022
    Minnesota Life Insurance Company
    Saint Paul, MN
  • 12/2020 → 09/2022
    North Star Resource Group
    Saint Paul, MN
  • 12/2020 → 10/2021
    Cri Securities
    Saint Paul, MN
  • 05/2020 → 11/2021
    Shipt
    St. Paul, MN
  • 02/2019 → 04/2020
    Northwestern Mutual
    Mendota Heights, MN
  • 03/2016 → 12/2018
    Gertens
    Inver Grove Heights, MN
  • 06/2018 → 08/2018
    Benson Property
    St. Paul, MN
  • 09/2016 → 05/2017
    The University Of Northwestern
    St. Paul, MN
  • 11/2021 → 09/2022
    Moxie Wealth Management
    Minneapolis, MN
  • 09/2022 → Present
    Raymond James Financial Services, Inc
    Coon Rapids, MN
  • 09/2022 → Present
    Coon Rapids, MN
Previous Registrations
  • 2021-02-10 → 2022-10-03
    Securian Financial Services, Inc.
    Minneapolis, MN
  • 2021-02-10 → 2021-10-28
    Cri Securities, Llc
    Minneapolis, MN
Other Businesses

(1)Name of Business: MissionBridge Wealth Address: 10160 Foley Blvd NW Ste 120, Coon Rapids, MN, 55448-5277, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/03/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Investments, insurances, and financial planning through Raymond James.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-11
  • S66 Uniform Combined State Law Examination
    2021-01-11

View on SEC IAPD

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