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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-01-03 |
| MO | RA | APPROVED | 2017-11-17 |
Branch Locations
2664 East Kearney Street, Springfield, MO 65803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Leawood | KS | 11/2005 | 11/2017 |
| Raymond James Financial Services, Inc. | Springfield | MO | 11/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Springfield | MO | 11/2017 | Present |
| Affinity Wealth Partners, Llc | Springfield | MO | 11/2017 | Present |
| Dlr Llc | Nixa | MO | 01/2005 | Present |
(1)Name of Business: Affinity Wealth Partners, LLC Address: 2664 E Kearney St, Springfield, MO, 65803, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 11/17/2017 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Managing Partner/Senior Financial Advisor (2)Name of Business: DLR LLC Address: 8422 Pasatiempo, Nixa, MO, 65714, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 01/28/2005 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Set up a Limited Liability Corp in which to own rental property with my husband
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-30 |
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