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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-02 |
| IA | RA | APPROVED | 2023-03-20 |
Branch Locations
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 |
|---|---|---|---|---|
| New York Life Insurance Company | West Des Moines | IA | 06/2010 | 02/2023 |
| Nylife Securities Llc | West Des Moines | IA | 06/2010 | 02/2023 |
| Eagle Strategies Llc | West Des Moines | IA | 04/2013 | 02/2023 |
| Pella Community Schools | Pella | IA | 10/2015 | 01/2025 |
| Raymond James Financial Services, Inc. | Pella | IA | 02/2023 | Present |
| Raymond James Financial Advisors, Inc. | Pella | IA | 02/2023 | Present |
| Marion County Bank | Pella | IA | 02/2023 | Present |
| Main Street Advisory Group | Pella | IA | 02/2023 | Present |
(1)Name of Business: Main Street Advisory Group Address: 800 Main St, Pella, IA, 50219-1522, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/21/2023 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: financial advisor (2)Name of Business: Marion County Bank Address: 800 Main St, Pella, IA, 50219-1522, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 02/21/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: employed by the bank
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 2010-06-26 |
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