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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2025-08-04 |
| IA | RA | APPROVED | 2025-08-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Security Savings Bank | Sioux Falls | SD | 09/2024 | Present |
| Eide Bailly Llp | Sioux Falls | SD | 01/2015 | 08/2024 |
| Raymond James Financial Services, Inc. | Sioux Falls | SD | 06/2025 | Present |
| Raymond James Financial Services Advisors, Inc | Sioux Falls | SD | 08/2025 | Present |
(1) Name of Business: Security Wealth Management Address: 2331 E 10th St, Sioux Falls, SD, 57103-1914, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/01/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Refer investment business to financial advisors of the practice
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-19 |
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