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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-09 |
| IA | RA | APPROVED | 2026-02-05 |
Branch Locations
3467 Forest Grove Drive, Bettendorf, IA 52722 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Moline | IL | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Moline | IL | 11/2016 | 04/2021 |
| Ameriprise Financial Services, Llc | Davenport | IA | 04/2021 | 02/2026 |
| Raymond James Financial Services Inc. | Bettendorf | IA | 02/2026 | Present |
| Raymond James Financial Services Advisors Inc. | Bettendorf | IA | 02/2026 | Present |
(1)Name of Business: JRP Operational Support, LLC Address: 3467 Forest Grove Drive, Bettendorf, IA, 52722, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/01/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial advisor. Client facing. (2)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: Associate/Employee Investment Related: No Start Date: 04/01/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Role in relation to this activity: Advisor\n\nMeet with clients for financial planning and investments.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 2006-01-19 |
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