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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2020-07-27 |
Branch Locations
4908 S Technopolis Dr, Sioux Falls, SD 57106 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brandon Golf Course | Brandon | SD | 03/2011 | 09/2019 |
| Great Western Bank | Sioux Falls | SD | 01/2018 | 12/2018 |
| Great Western Bank | Sioux Falls | SD | 12/2018 | 04/2019 |
| Raymond James Financial Services, Inc | Sioux Falls | SD | 04/2019 | 03/2020 |
| Raymond James Financial Services, Inc | Sioux Falls | SD | 03/2020 | Present |
| Great Western Investments And Insurance | Sioux Falls | SD | 05/2020 | 03/2022 |
| Great Western Bank | Siouxfalls | SD | 05/2020 | 03/2022 |
(1)Name of Business: Capital Wealth Planning LLC Address: 4908 S Technopolis Dr, Sioux Falls, SD, 57106-4230, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/18/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Client related business activities. (2)Name of Business: Legacy Financial Group Address: 4908 S Technopolis Dr, Sioux Falls, SD, 57106-4230, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/18/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Client related business activities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-25 |
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