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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-01-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elser Financial Planning, Inc | Indianapolis | IN | 08/2019 | 12/2022 |
| Teachers Credit Union | Indianapolis | IN | 06/2019 | 08/2019 |
| Herman And Kittle Properties | Indianapolis | IN | 05/2018 | 08/2018 |
| West Chase Golf Club | Brownsburg | IN | 08/2015 | 08/2019 |
| Elser Financial Planning, Inc | Indianapolis | IN | 01/2023 | 05/2023 |
| Raymond James Financial Services Inc. | Cary | NC | 06/2023 | Present |
| Indiana University Purdue University Indianapolis | Indianapolis | IN | 08/2016 | 05/2020 |
(1) Stonegate Financial Investment related: No DBA/Support Company Associate/Employee 1/2024 81+ hours per month 41+ hours during trading Duties: Financial planning support and client service. (2)Name of Business: StillGreen Partners, LLC Address: 204 Towne Village Dr, Cary, NC, 27513-8910, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 10/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: StillGreen Partners is a holding that owns Stonegate Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-25 |
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