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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-05-11 |
Branch Locations
1905 Wayzata Blvd. Suite 155, Wayzata, MN 55391 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| East Middle School | Plymouth | MI | 08/2014 | 07/2017 |
| Wayzata High School | Wayzata | MI | 08/2017 | 07/2021 |
| Pennsylvania State University | University Park | PA | 08/2021 | 05/2022 |
| Volkart May | Minnetonka | MN | 06/2023 | 08/2023 |
| University Of St. Thomas | St. Paul | MN | 09/2022 | 05/2025 |
| Korn Ferry | Minneapolis | MN | 06/2024 | 08/2024 |
| Unemployed | Medicine Lake | MN | 06/2025 | 08/2025 |
| Unemployed | Medicine Lake | MN | 06/2022 | 09/2022 |
| Equitable Advisors, Llc | New York | NY | 08/2025 | 04/2026 |
| Raymond James Financial Services, Inc. | Wayzata | MN | 04/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Wayzata | MN | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-07 |
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