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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-01-12 |
Branch Locations
525 Center St, New Ulm, MN 56073 • United States
220 E Main St #210 , Mankato, MN 56001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii Investments, Inc. | New Ulm | MN | 07/2008 | 02/2018 |
| Lpl Financial Llc | New Ulm | MN | 02/2018 | 01/2026 |
| Raymond James Financial Services, Inc. | New Ulm | MN | 01/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | New Ulm | MN | 01/2026 | Present |
| Bank Midwest | New Ulm | MN | 06/2008 | Present |
(1)Name of Business: Bank Midwest Insurance Address: 525 Center St, New Ulm, MN, 56073-3101, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 07/01/2008 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor (2)Name of Business: DBA-Midwest Wealth Group Address: 525 Center St, New Ulm, MN, 56073-3101, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/12/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 2-10 Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-31 |
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