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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-02-28 |
| IN | RA | APPROVED | 2015-05-04 |
Branch Locations
17636 State Road 23 Suite 100, South Bend, IN 46635 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | South Bend | IN | 05/2015 | Present |
| Raymond James Financial Services Advisors Inc. | South Bend | IN | 05/2015 | Present |
| Afortus Financial Services | South Bend | IN | 07/2017 | 09/2017 |
| Forever Learning Institution | South Bend | IN | 09/2017 | Present |
| Complete Financial Solutions Inc. | South Bend | IN | 09/2003 | Present |
(1)Name of Business: Ash Brokerage Address: 17636 State Road 23, South Bend, IN, 46635, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 01/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Sales of non -variable life insurance (2)Name of Business: Bethlehem Revisited Michiana Address: 21538 Authen Road, South Bend, IN, 46628, United States Activity Type: Non profit Position/Title: Other Investment Related: Yes Start Date: 02/25/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: President\n\nThis non profit was created by me in 2020 (3)Name of Business: Bogunia -Carlock Real Estate LLC Address: 17636 State Road 23 Ste 100, South Bend, IN, 46635, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 04/15/2008 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 50% partner in LLC that owns the office space I am located in (4)Name of Business: Complete Financial Solutions Inc. Address: 17636 State Road 23 Ste 100, South Bend, IN, 46635, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/01/2003 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Business Owner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 1990-11-16 |
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