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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-01-03 |
| MN | RA | APPROVED | 2015-08-06 |
Branch Locations
123 Third Avenue East Suite 215, Alexandria, MN 56308 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services,Inc | Alexandria | MN | 07/2015 | Present |
| Raymond James Financial Services Advisors Inc. | Alexandria | MN | 08/2015 | Present |
| Larson Wealth Management | Alexandria | MN | 09/2015 | Present |
(1)Name of Business: Larson Wealth Management Address: 123 3rd Ave E Ste 200, Alexandria, MN, 56308, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/09/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of Larson Wealth Management
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-07-14 |
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