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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2020-09-02 |
| TX | RA | APPROVED | 2020-09-02 |
Branch Locations
14567 N. Outer 40 Road Suite 550, Chesterfield, MO 63017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | St. Louis | MO | 06/2011 | 09/2020 |
| Raymond James Financial Services, Inc. | Chesterfield | MO | 09/2020 | Present |
| Raymond James Financial Services Advisors, Inc. | Chesterfield | MO | 09/2020 | Present |
| Simon Financial Group | Chesterfield | MO | 09/2020 | Present |
(1)Name of Business: Simon Financial Group Address: 14567 N Outer 40 Rd Ste 550, Chesterfield, MO, 63017, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 09/02/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: This is my LLC set up to be an independent advisor with RJFS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-14 |
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