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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-09 |
| WY | RA | APPROVED | 2025-11-21 |
Branch Locations
5840 E 2Nd Street Suite 100, Casper, WY 82609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sandy Windmer Farmers Agency | Casper | WY | 04/2012 | 05/2018 |
| Farmers Financial Solutions, Llc | Casper | WY | 04/2012 | 05/2018 |
| Bancwest Investments Services, Inc. | Casper | WY | 05/2018 | 02/2022 |
| Bank Of The West | Casper | WY | 05/2018 | 02/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Inc. | Casper | WY | 02/2022 | 03/2025 |
| Bank Of America, Na | Casper | WY | 02/2022 | 03/2025 |
| Wells Fargo Clearing Services, Llc | Casper | WY | 03/2025 | 11/2025 |
| Raymond James Financial Services, Inc. | Casper | WY | 11/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Casper | WY | 11/2025 | Present |
(1)Name of Business: St. Patrick's Church Address: 400 Country Club Rd, Casper, WY, 82609, United States Activity Type: Non profit Position/Title: Advisory Board Investment Related: Yes Start Date: 01/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Advise on the Finance Council for St. Patrick's Church - Finance Council board member. Review balance sheets and other financial statements pertinent to St Patrick's. Review bids for general maintenance and up-keep for the church.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-14 |
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