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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-02-05 |
| IA | RA | APPROVED | 2026-02-05 |
Branch Locations
3467 Forest Grove Drive, Bettendorf, IA 52722 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Oak Brook | IL | 04/2009 | 09/2018 |
| Ameriprise Financial Services, Llc | Davenport | IA | 09/2018 | 02/2026 |
| Raymond James Financial Services Advisors, Inc. | Bettendorf | IA | 02/2026 | Present |
| Raymond James Financial Services, Inc. | Bettendorf | IA | 02/2026 | Present |
(1)Name of Business: Address: 229 Exchange Street, Colona, IL, 61241, United States Activity Type: Agriculture/Farming Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/01/2025 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of a greenhouse and garden that I harvest and sell the produce. (2)Name of Business: JRP Operational Support Services LLC Address: 3467 Forest Grove Drive, Bettendorf, IA, 52722, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 09/14/2018 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: I am a registered client service specialist that assists clients at our franchise office. (3)Name of Business: The Cities Private Wealth Group Address: 3467 Forest Grove Drive, Bettendorf, IA, 52722, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 09/14/2018 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: I am a registered client service specialist that assists clients at our franchise office
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-05 |
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