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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2023-08-22
KS RA APPROVED 2021-04-21
TX RA APPROVED 2021-04-21
  • MO RA
    APPROVED
    Since 2023-08-22
  • KS RA
    APPROVED
    Since 2021-04-21
  • TX RA
    APPROVED
    Since 2021-04-21

Branch Locations

1461 Larkin Williams Rd Suite 203, Fenton, MO 63026 • United States

555 Poyntz Avenue Suite 280, Manhattan, KS 66502 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Waddell & Reed Inc Manhattan KS 08/2013 04/2021
Various Insurance Carriers For W&R Insurance Agencies Inc Manhattan KS 10/2013 04/2021
Crimson King Enterprises Inc Fenton MO 01/2018 Present
Raymond James Financial Services, Inc. Fenton MO 04/2021 Present
Raymond James Financial Services Advisors, Inc. Fenton MO 04/2021 Present
  • 08/2013 → 04/2021
    Waddell & Reed Inc
    Manhattan, KS
  • 10/2013 → 04/2021
    Various Insurance Carriers For W&R Insurance Agencies Inc
    Manhattan, KS
  • 01/2018 → Present
    Crimson King Enterprises Inc
    Fenton, MO
  • 04/2021 → Present
    Raymond James Financial Services, Inc.
    Fenton, MO
  • 04/2021 → Present
    Fenton, MO
Previous Registrations
  • 2013-12-23 → 2021-04-22
    Waddell & Reed
    Manhattan, KS
    Salina, KS
    Edmond, OK
    Manhattan, KS
Other Businesses

(1)Name of Business: Beyond Wealth Advisors Address: Fenton, MO Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 04/30/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (2)Name of Business: Crimson King Enterprises LLC Address: Fenton, MO Activity Type: Business Owner Position/Title: Officer - CEO Investment Related: No Start Date: 04/21/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-12-23
S63 Uniform Securities Agent State Law Examination 1994-06-08
  • S66 Uniform Combined State Law Examination
    2013-12-23
  • S63 Uniform Securities Agent State Law Examination
    1994-06-08
Designations

View on SEC IAPD

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