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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2015-03-24 |
Branch Locations
3033 Campus Drive Suite W110, Plymouth, MN 55441 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services,Inc | Plymouth | MN | 03/2015 | Present |
| Raymond James Financial Services Advisors Inc. | Plymouth | MN | 03/2015 | Present |
| Pfk Management | Plymouth | MN | 03/2015 | Present |
| Scholz | Eden Prairie | MN | 05/2017 | Present |
(1)Name of Business: PFK Financial Services, Inc. Address: 3033 Campus Dr Ste W110, Plymouth, MN, 55441, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/12/2015 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial planning for clients and prospects. (2)Name of Business: Scholz Address: 11447 Entrevaux Dr, Eden Prairie, MN, 55347, United States Activity Type: Control Person Position/Title: Executor (Acting),Executor (Named Only),Personal representative (Acting),Personal representative (Named Only),Power of Attorney (Acting),Power of Attorney (Named Only) Investment Related: Yes Start Date: 05/11/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Future Executor for a maternal aunt.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-16 |
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