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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2026-06-04 |
Branch Locations
101 N. Main Avenue Suite 201 , Sioux Falls, SD 57104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Advisors, Inc | Sioux Falls | SD | 06/2026 | Present |
| Raymond James Financial Services, Inc. | Sioux Falls | SD | 10/2025 | Present |
| Department Of Veteran Affairs | Iowa City | IA | 03/2022 | 10/2025 |
| Steindler Orthopedic Clinic | Iowa City | IA | 06/2020 | 03/2022 |
| University Of Iowa Hospitals And Clinics | Iowa City | IA | 09/2016 | 06/2020 |
| Loft Advisors | Sioux Falls | SD | 11/2025 | Present |
| First Dakota National Bank | Sioux Falls | SD | 11/2025 | Present |
(1)Name of Business: First Dakota National Bank Address: 101 N Main Ave Ste 201, Sioux Falls, SD, 57104-6411, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 11/03/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Client Associate (2)Name of Business: Loft Advisors Address: 101 N Main Ave Ste 201, Sioux Falls, SD, 57104-6411, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/03/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Client Associate
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-01 |
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