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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-01-13 |
| IN | RA | APPROVED | 2017-10-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Muncie | IN | 11/2008 | 10/2017 |
| Raymond James Financial Services, Inc. | Muncie | IN | 10/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Muncie | IN | 10/2017 | Present |
(1)Name of Business: 700 White River LLC Address: 700 W White River Blvd, Muncie, IN, 47303-3866, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 12/18/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: (2)Name of Business: Davis Osner and Associates Address: 700 W White River Blvd, Muncie, IN, 47303-3866, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 06/18/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Vice President (3)Name of Business: Foote Hansan Davis Inc. Address: 700 W White River Blvd, Muncie, IN, 47303, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 12/07/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: support company (4)Name of Business: tldhomes, LLC Address: 3708 W. Allen Ct., Muncie, IN, 47304, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 04/03/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (5)Name of Business: TLDHomes, LLC Address: 5445 W. County Road 350 N., Muncie, IN, 47304, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 05/01/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I have a management company hired to run the rental properties (6)Name of Business: White River Wealth Advisors Address: 700 W White River Blvd, Muncie, IN, 47303, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/23/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: One of 5 advisors in office
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-18 |
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