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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-09 |
| MN | RA | APPROVED | 2017-05-11 |
Branch Locations
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 |
|---|---|---|---|---|
| Lpl Financial | Plymouth | MN | 10/2011 | 04/2017 |
| Raymond James Financial Services, Inc. | Plymouth | MN | 04/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Minneapolis | MN | 05/2017 | Present |
| Newman Long Term Care Financial Services | Minnetonka | MN | 08/2019 | Present |
(1)Name of Business: KeomysyRealty Address: 745 Lilium Trl, Medina, MN, 55340, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Agent Investment Related: Yes Start Date: 05/05/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: show and sell houses. (2)Name of Business: Newman Long Term Care Financial Services Address: 805 Meander ct, Medina, MN, 55340, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 08/23/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: agent of record, financial advisor (3)Name of Business: Sky Real Estate Address: 805 Meander Ct, Hamel , MN, 55340, United States Activity Type: Rental Real Estate Position/Title: Agent, Owner/Proprietor Investment Related: Yes Start Date: 05/09/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of Sky Real Estate LLC. Put any real estate in this LLC. Maintain records, buy/sell when necessary, pay taxes and insurance. (4)Name of Business: Sky Wealth Management Address: 805 Meander Ct, Medina, MN, 55340-4549, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 06/13/2011 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: DBA used for advisory fees, commissions from Raymond James as independent financial advisor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-01-13 |
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