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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Culver's | Orland Park | IL | 06/2021 | 07/2021 |
| Cog Hill Golf & Country Club | Lemont | IL | 05/2022 | 08/2022 |
| Cog Hill Golf & Country Club | Lemont | IL | 05/2023 | 08/2023 |
| Uline | Pleasant Prairie | WI | 05/2024 | 08/2024 |
| Blaser Investment Management Group | Burlington | NC | 06/2025 | 03/2026 |
| Carl Sandburg High School | Orland Park | IL | 08/2017 | 05/2021 |
| Century Junior High School | Orland Park | IL | 08/2014 | 06/2017 |
| Spring Arbor University | Spring Arbor | MI | 08/2021 | 05/2025 |
| Commonwealth Financial Network | Waltham | NC | 06/2025 | 03/2026 |
| Raymond James Financial Services Advisors, Inc. | Burlington | NC | 03/2026 | Present |
| Balser Investment Management Group, Inc. | Burlington | NC | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-05 |
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