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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2016-04-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Mitchell | SD | 10/2015 | Present |
| Cortrust Bank | Mitchell | SD | 10/2015 | Present |
| Raymond James Financial Services Advisors Inc. | Mitchell | SD | 04/2016 | Present |
| Cortrust Wealth Management | Mitchell | SD | 10/2015 | Present |
(1)Name of Business: Address: 43742 255th St, Salem, SD, 57058, United States Activity Type: Agriculture/Farming Position/Title: Owner/Proprietor Investment Related: No Start Date: 06/02/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Own farm ground and rent to family. (2)Name of Business: CorTrust Bank Address: 719 N Main St, Mitchell, SD, 57301, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 10/15/2015 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (3)Name of Business: CorTrust Wealth Management Address: 719 N Main St, Mitchell, SD, 57301, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/15/2015 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-06 |
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