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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-06-18 |
| MO | RA | APPROVED | 2009-01-02 |
Branch Locations
1525 E Republic Rd. B-125, Springfield, MO 65804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Springfield | MO | 05/2000 | Present |
| Non-Variable Insurance | Springfield | MO | 10/2006 | Present |
| Raymond James Financial Services Advisors, Inc | Springfield | MO | 01/2009 | Present |
| Wannenmacher Properties, Llc | Springfield | MO | 04/2010 | Present |
| Wealth Partners | Springfield | MO | 09/2007 | Present |
| Rental Real Estate | Springfield | MO | 08/2010 | Present |
| Wannenmacher Family Trust | Springfield | MO | 11/2015 | Present |
(1)Name of Business: NA Address: 1525 E Republic Rd Ste B125, Springfield, MO, 65804, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 10/13/2006 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Life Insurance & Fixed Annuities (2)Name of Business: Wannenmacher Properties, LLC Address: 1525 E. Republic Rd B-125, Springfield, MO, 65804, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/01/2010 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: We own office condos (2). We use one of the condo's for our RJ office and we rent out the other one. (3)Name of Business: Wealth Partners, LLC Address: 1525 E Republic Rd Ste B125, Springfield, MO, 65804, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 09/01/2007 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 11-20 Description of duties: I own the entity that owns the branch that we operate for RJ. We advise clients on Investments
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-30 |
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