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463 South Park Ridge Road #102, Bloomington, IN 47401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-04-02 |
| TX | RA | APPROVED | 2026-04-02 |
Branch Locations
463 South Park Ridge Road #102, Bloomington, IN 47401 • 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 |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Bloomington | IN | 02/2009 | 04/2026 |
| Mosaic Wealth Management Llc | Bloomington | IN | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1991-04-05 |
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