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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-04-17 |
| MO | RA | APPROVED | 2018-01-26 |
Branch Locations
2664 E. Kearney Street, Sprngfield, MO 65803 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Springfield | MO | 09/2009 | 01/2018 |
| Raymond James Financial Services, Inc | Springfield | MO | 01/2018 | Present |
| Raymond James Financial Services Advisor Inc | Springfield | MO | 01/2018 | Present |
| Affinity Weath Partners Llc. | Springfield | MO | 01/2018 | Present |
(1)Name of Business: Affinity Weath Partners LLC. Address: 2664 E Kearney St, Springfield, MO, 65803, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/26/2018 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Managing Partner/ Registered Principal \n\nBranch Manager & Financial Advisor (2)Name of Business: Dr. Daniel D. & Dorothy A. Williams Foundation Address: 727 S. Augusta Drive, Springfield, MO, 65809, United States Activity Type: Non profit Position/Title: Director Investment Related: No Start Date: 12/26/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Assist in facilitating financial support for students interested in becoming primary or secondary school teachers. That assistance in the form of scholarships, fees, campus housing, room, board, books, and supplies for qualifying students at Lincoln University in Jefferson City, Mo.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 1991-01-25 |
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