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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2021-09-28 |
| TX | RA | APPROVED | 2021-09-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward D. Jones & Co., L.P. | Linton | IN | 02/1998 | 09/2021 |
| Raymond James Financial Services, Inc. | Linton | IN | 09/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Linton | IN | 09/2021 | Present |
(1)Name of Business: Address: 3068 N 190 W, Switz City, IN, 47465, United States Activity Type: Agriculture/Farming Position/Title: Investment Related: No Start Date: 05/01/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: Address: N 600 W, Switz City, IN, 47465, United States Activity Type: Other Position/Title: Other Investment Related: Yes Start Date: 08/01/2012 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: collect fee for gas lease (3)Name of Business: Address: N 600 W, Switz City, IN, 47465, United States Activity Type: Agriculture/Farming Position/Title: Investment Related: No Start Date: 05/01/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (4)Name of Business: Address: 5586 W Terre Haute Rd, Worthington, IN, 47471, United States Activity Type: Agriculture/Farming Position/Title: Investment Related: No Start Date: 05/01/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (5)Name of Business: M5 Holdings Address: 14053 W St Rd 54, Linton, IN, 47441, United States Activity Type: Business Owner Position/Title: Officer - President, Owner/Proprietor Investment Related: Yes Start Date: 09/28/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: real estate holding company (6)Name of Business: Meek Financial Address: 89 A St NE, Linton, IN, 47441-1838, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 09/22/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: operate the business (7)Name of Business: Meek Financial Services Address: 89 A St NE, Linton, IN, 47441-1838, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 09/28/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: operate business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-18 |
| S65 | Uniform Investment Adviser Law Examination | 1995-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-27 |
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