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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-03-04 |
| MO | RA | APPROVED | 2015-02-18 |
Branch Locations
600 Sw Jefferson Street Suite 208, Lees Summit, MO 64063 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Lee'S Summit | MO | 02/2015 | Present |
| Raymond James Financial Services Advisors Inc. | Lees Summit | MO | 02/2015 | Present |
| Broker Source | Lees Summit | MO | 06/2016 | 06/2018 |
(1)Name of Business: Address: 2601 SW Carlton Dr, Lees Summit, MO, 64082, United States Activity Type: Other Position/Title: Other Investment Related: No 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: Speaker, Mastermind facilitator, Coaching (2)Name of Business: Bacon Financial Advisors, inc. Address: 600 SW Jefferson St Ste 208, Lees Summit, MO, 64063, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/12/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Business Owner Manager (3)Name of Business: Dennis R. Bacon CPA Address: 600 SW Jefferson St Ste 208, Lees Summit, MO, 64063, United States Activity Type: Accounting/CPA Position/Title: Independent Contractor Investment Related: No Start Date: 07/01/2015 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Operational Consulting primarily about Business Accounting and operational issues. Tax maters may be addressed and as well as coaching on business operations (4)Name of Business: Employco USA Address: 600 SW Jefferson St Ste 208, Lees Summit, MO, 64063, United States Activity Type: Referral Fees Position/Title: Independent Contractor Investment Related: No Start Date: 11/20/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is a referral relationship. I refer potential HR clients for their services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-08 |
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